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 CENTER5+ years Service code 99 · EIN 04-2241718 | Other Fees | $41,741 |
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 | $83,392 | $95,542-12.7% | $69,455+20.1% | $67,579+23.4% |
| Participation rate | 96.9% | 79.4%+17.5pp | 74.6%+22.2pp | 71.3%+25.6pp |
| Annual return | 19.07% | 17.67%+1.4pp | 28.97%-9.9pp | 378.56%-359.5pp |
| Employer contribution / active EE | $9,164 | $2,989+206.6% | $2,779+229.8% | $2,148+326.7% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $26 | $90-70.8% | $3,839-99.3% | $142-81.5% |