Filed August 16, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $66,454 | $43,999+51.0% | $79,464-16.4% | $55,725+19.3% |
| Participation rate | 94.3% | 66.9%+27.4pp | 73.3%+20.9pp | 70.9%+23.4pp |
| Annual return | -3.47% | 1.81%-5.3pp | 718.14%-721.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,101 | $1,830+14.8% | $2,800-25.0% | $2,078+1.1% |
| Participant deferral / active EE | $5,149 | $2,538+102.9% | $3,704+39.0% | $3,356+53.4% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |