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 | $7,021 |
Form 5500 reported that benefits due were not provided when due.
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 | $53,511 | $52,639+1.7% | $185,117-71.1% | $62,292-14.1% |
| Participation rate | 70.2% | 63.9%+6.4pp | 77.3%-7.0pp | 69.5%+0.7pp |
| Annual return | 17.76% | 19.57%-1.8pp | 40.50%-22.7pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,049 | $1,483-29.3% | $4,182-74.9% | $2,042-48.7% |
| Participant deferral / active EE | $2,196 | $3,097-29.1% | $5,045-56.5% | $3,169-30.7% |
| Admin fee / account holder | $73 | $374-80.5% | $8,159-99.1% | $479-84.8% |