Filed October 2, 1992
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 | $109,492 |
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 | $163,735 | $44,059+271.6% | $71,671+128.5% | $69,631+135.1% |
| Participation rate | 99.9% | 60.8%+39.1pp | 68.7%+31.1pp | 70.7%+29.2pp |
| Annual return | 16.15% | 21.97%-5.8pp | 20.65%-4.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $7,000 | $1,305+436.5% | $2,460+184.6% | $2,032+244.5% |
| Participant deferral / active EE | $8,402 | $2,370+254.5% | $3,438+144.4% | $3,224+160.6% |
| Admin fee / account holder | $103 | $108-4.2% | $5,558-98.1% | $110-6.6% |