Filed December 2, 1991
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 | $7,152 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,730 | $50,898-20.0% | $171,082-76.2% | $55,167-26.2% |
| Participation rate | 73.0% | 63.3%+9.8pp | 76.7%-3.7pp | 69.0%+4.0pp |
| Annual return | 7.78% | 15.34%-7.6pp | 32.56%-24.8pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,023 | $1,433-28.6% | $4,002-74.4% | $1,963-47.9% |
| Participant deferral / active EE | $2,148 | $2,994-28.3% | $4,797-55.2% | $3,054-29.7% |
| Admin fee / account holder | $67 | $500-86.5% | $8,520-99.2% | $504-86.6% |