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 | $68,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,662 | $49,693+334.0% | $70,515+205.8% | $74,419+189.8% |
| Participation rate | 99.3% | 64.7%+34.6pp | 68.3%+30.9pp | 70.7%+28.6pp |
| Annual return | 17.62% | 21.22%-3.6pp | 32.77%-15.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $9,502 | $1,773+435.8% | $2,973+219.6% | $2,637+260.3% |
| Participant deferral / active EE | $11,138 | $3,376+229.9% | $4,567+143.9% | $4,528+146.0% |
| Admin fee / account holder | $63 | $316-80.0% | $6,412-99.0% | $348-81.9% |