Filed January 29, 1999
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,460 |
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 | $36,316 | $44,873-19.1% | $79,464-54.3% | $56,287-35.5% |
| Participation rate | 94.8% | 68.7%+26.1pp | 73.3%+21.5pp | 69.9%+25.0pp |
| Annual return | -5.77% | 0.81%-6.6pp | 718.14%-723.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,030 | $2,140-5.2% | $2,800-27.5% | $2,111-3.9% |
| Participant deferral / active EE | $3,052 | $2,746+11.1% | $3,704-17.6% | $3,350-8.9% |
| Admin fee / account holder | $16 | $418-96.3% | $5,113-99.7% | $521-97.0% |