Filed September 30, 1993
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 | $2,800 |
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 | $88,674 | $69,305+27.9% | $82,313+7.7% | $69,631+27.3% |
| Participation rate | 95.9% | 80.3%+15.6pp | 76.9%+19.0pp | 70.7%+25.2pp |
| Annual return | 21.90% | 21.47%+0.4pp | 25.88%-4.0pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $1,491 | $1,887-21.0% | $2,428-38.6% | $2,032-26.6% |
| Participant deferral / active EE | $5,246 | $3,568+47.0% | $3,706+41.5% | $3,224+62.7% |
| Admin fee / account holder | $16 | $97-83.4% | $5,608-99.7% | $110-85.4% |