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 | $24,050 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,841 | $47,722+65.2% | $82,719-4.7% | $64,808+21.7% |
| Participation rate | 92.0% | 67.6%+24.4pp | 72.6%+19.5pp | 71.5%+20.6pp |
| Annual return | -18.17% | -13.05%-5.1pp | 701.18%-719.3pp | 32.82%-51.0pp |
| Employer contribution / active EE | $851 | $2,179-61.0% | $3,009-71.7% | $2,506-66.1% |
| Participant deferral / active EE | $5,477 | $3,329+64.5% | $4,395+24.6% | $4,310+27.1% |
| Admin fee / account holder | $35 | $143-75.2% | $5,329-99.3% | $188-81.1% |