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 | $7,053 |
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 | $50,058 | $48,576+3.1% | $169,463-70.5% | $56,287-11.1% |
| Participation rate | 71.4% | 65.8%+5.6pp | 77.8%-6.4pp | 69.9%+1.6pp |
| Annual return | -4.94% | -2.51%-2.4pp | 1.83%-6.8pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,197 | $1,559-23.2% | $4,159-71.2% | $2,111-43.3% |
| Participant deferral / active EE | $2,347 | $3,275-28.3% | $5,277-55.5% | $3,350-29.9% |
| Admin fee / account holder | $72 | $435-83.6% | $9,109-99.2% | $521-86.3% |