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 CENTER6+ years Service code 99 · EIN 04-2241718 | Other Fees | $22,889 |
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 | $94,609 | $84,948+11.4% | $70,449+34.3% | $73,409+28.9% |
| Participation rate | 96.0% | 79.9%+16.1pp | 75.1%+21.0pp | 72.2%+23.8pp |
| Annual return | 14.19% | 13.39%+0.8pp | 109.03%-94.8pp | 59.29%-45.1pp |
| Employer contribution / active EE | $8,567 | $2,834+202.3% | $2,737+213.1% | $2,234+283.6% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $16 | $98-83.6% | $3,845-99.6% | $158-89.8% |