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 CENTER3+ years Service code 99 · EIN 04-2241718 | Other Fees | $70,289 |
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 | $74,039 | $74,552-0.7% | $62,995+17.5% | $69,631+6.3% |
| Participation rate | 91.6% | 78.3%+13.3pp | 74.8%+16.8pp | 70.7%+20.9pp |
| Annual return | 15.72% | 15.77%0pp | 87.57%-71.8pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $7,639 | $2,929+160.8% | $2,759+176.9% | $2,032+275.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $44 | $59-26.4% | $3,600-98.8% | $110-60.4% |