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 | $3,056 |
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 | $82,619 | $65,118+26.9% | $76,768+7.6% | $55,725+48.3% |
| Participation rate | 95.5% | 79.6%+15.9pp | 77.0%+18.5pp | 70.9%+24.6pp |
| Annual return | -3.38% | -1.27%-2.1pp | 2.43%-5.8pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,405 | $1,941-27.6% | $2,485-43.5% | $2,078-32.4% |
| Participant deferral / active EE | $5,386 | $3,688+46.0% | $3,852+39.8% | $3,356+60.5% |
| Admin fee / account holder | $16 | $116-86.5% | $6,675-99.8% | $115-86.4% |