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 | $72,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,789 | $81,357+87.8% | $75,972+101.1% | $199,593-23.4% |
| Participation rate | 90.8% | 69.9%+20.9pp | 69.1%+21.7pp | 72.0%+18.8pp |
| Annual return | 28.54% | 16.32%+12.2pp | 359.55%-331.0pp | 34.25%-5.7pp |
| Employer contribution / active EE | $5,221 | $3,341+56.3% | $2,685+94.4% | $3,034+72.1% |
| Participant deferral / active EE | $6,082 | $4,710+29.1% | $4,255+42.9% | $5,087+19.6% |
| Admin fee / account holder | $38 | $144-74.0% | $6,467-99.4% | $269-86.0% |