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 | $26,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,803 | $60,243-40.6% | $86,612-58.7% | - |
| Participation rate | 90.8% | 60.8%+30.0pp | 71.7%+19.1pp | - |
| Annual return | 16.05% | 59.27%-43.2pp | 591.07%-575.0pp | - |
| Employer contribution / active EE | $2,437 | $2,261+7.8% | $3,022-19.4% | - |
| Participant deferral / active EE | $3,815 | $2,994+27.4% | $4,438-14.0% | - |
| Admin fee / account holder | $89 | $4,652-98.1% | $5,614-98.4% | - |