Filed January 5, 1999
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 | $6,247 |
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 | $68,884 | $55,182+24.8% | $73,307-6.0% | $55,191+24.8% |
| Participation rate | 81.9% | 73.9%+8.0pp | 74.9%+7.0pp | 69.2%+12.8pp |
| Annual return | 0.38% | 8.55%-8.2pp | 5.67%-5.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,276 | $1,935+69.3% | $3,237+1.2% | $1,899+72.5% |
| Participant deferral / active EE | $5,577 | $4,641+20.2% | $4,991+11.7% | $3,046+83.1% |
| Admin fee / account holder | $28 | $68-58.6% | $5,637-99.5% | $91-68.8% |