Filed December 2, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDUCATION DEVELOPMENT CENTER2+ years Service code 99 · EIN 04-2241718 | Other Fees | $167 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,058 | $68,408-6.4% | $57,179+12.0% | $57,658+11.1% |
| Participation rate | 97.0% | 79.1%+17.8pp | 75.3%+21.6pp | 70.2%+26.7pp |
| Annual return | 7.15% | 8.51%-1.4pp | 14.59%-7.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $7,902 | $2,869+175.4% | $2,682+194.6% | $1,974+300.3% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $70-99.9% | $3,139-100.0% | $95-99.9% |