Filed March 12, 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 | -$12,484 |
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 | $170,421 | $74,089+130.0% | $133,980+27.2% | $55,167+208.9% |
| Participation rate | 91.9% | 84.3%+7.7pp | 87.1%+4.9pp | 69.0%+23.0pp |
| Annual return | 10.69% | 12.11%-1.4pp | 29.30%-18.6pp | 169.23%-158.5pp |
| Employer contribution / active EE | $4,253 | $3,064+38.8% | $5,211-18.4% | $1,963+116.7% |
| Participant deferral / active EE | $12,523 | $4,678+167.7% | $6,282+99.4% | $3,054+310.0% |
| Admin fee / account holder | -$42 | $458-109.1% | $9,324-100.4% | $504-108.3% |