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 | $152,209 |
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 | $159,696 | $41,467+285.1% | $67,313+137.2% | $55,725+186.6% |
| Participation rate | 99.7% | 62.5%+37.2pp | 69.1%+30.6pp | 70.9%+28.8pp |
| Annual return | -4.45% | 0.82%-5.3pp | -4.08%-0.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $7,532 | $1,316+472.2% | $2,566+193.6% | $2,078+262.4% |
| Participant deferral / active EE | $9,101 | $2,399+279.3% | $3,568+155.1% | $3,356+171.2% |
| Admin fee / account holder | $141 | $102+38.1% | $4,507-96.9% | $115+22.4% |