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 | $31,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,766 | $52,208+56.6% | $86,612-5.6% | $74,419+9.9% |
| Participation rate | 92.6% | 66.3%+26.3pp | 71.7%+20.9pp | 70.7%+21.8pp |
| Annual return | 20.78% | 44.46%-23.7pp | 591.07%-570.3pp | 34.38%-13.6pp |
| Employer contribution / active EE | $1,675 | $2,282-26.6% | $3,022-44.6% | $2,637-36.5% |
| Participant deferral / active EE | $5,636 | $3,383+66.6% | $4,438+27.0% | $4,528+24.5% |
| Admin fee / account holder | $40 | $319-87.6% | $5,614-99.3% | $348-88.6% |