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 | -$5,884 |
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 | $184,612 | $89,739+105.7% | $149,718+23.3% | $62,292+196.4% |
| Participation rate | 90.7% | 85.1%+5.6pp | 87.1%+3.7pp | 69.5%+21.2pp |
| Annual return | 14.74% | 21.01%-6.3pp | 1501.63%-1486.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $3,970 | $3,233+22.8% | $5,445-27.1% | $2,042+94.4% |
| Participant deferral / active EE | $13,147 | $4,797+174.1% | $6,569+100.1% | $3,169+314.8% |
| Admin fee / account holder | -$35 | $551-106.4% | $11,283-100.3% | $479-107.4% |