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 | $5,191 |
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 | $56,881 | $72,012-21.0% | $185,823-69.4% | $79,858-28.8% |
| Participation rate | 70.9% | 65.8%+5.1pp | 78.0%-7.1pp | 69.6%+1.3pp |
| Annual return | 12.03% | 23.12%-11.1pp | 35.95%-23.9pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,445 | $1,965-26.5% | $4,087-64.7% | $2,471-41.5% |
| Participant deferral / active EE | $3,022 | $3,779-20.0% | $5,632-46.3% | $3,740-19.2% |
| Admin fee / account holder | $60 | $4,513-98.7% | $9,500-99.4% | $5,306-98.9% |