Filed December 3, 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 | -$4,660 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,483,659 | $44,873+3206.3% | $79,464+1767.1% | $56,287+2535.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -2.26% | 0.81%-3.1pp | 718.14%-720.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $24,918 | $2,140+1064.5% | $2,800+789.8% | $2,111+1080.4% |
| Participant deferral / active EE | $69 | $2,746-97.5% | $3,704-98.1% | $3,350-97.9% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |