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 | $104,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,889 | $44,764+322.0% | $68,791+174.6% | $64,808+191.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -16.01% | -10.91%-5.1pp | -6.38%-9.6pp | 32.82%-48.8pp |
| Employer contribution / active EE | $8,619 | $1,775+385.5% | $2,655+224.6% | $2,506+243.9% |
| Participant deferral / active EE | $10,870 | $3,238+235.7% | $3,941+175.8% | $4,310+152.2% |
| Admin fee / account holder | $98 | $151-35.5% | $4,932-98.0% | $188-48.0% |