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 | $3,650 |
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 | $102,067 | $73,404+39.0% | $87,100+17.2% | $67,579+51.0% |
| Participation rate | 93.6% | 80.9%+12.7pp | 76.9%+16.7pp | 71.3%+22.3pp |
| Annual return | 24.16% | 48.29%-24.1pp | 28.19%-4.0pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,414 | $2,014-29.8% | $2,521-43.9% | $2,148-34.2% |
| Participant deferral / active EE | $5,834 | $3,913+49.1% | $4,049+44.1% | $3,539+64.8% |
| Admin fee / account holder | $19 | $142-86.4% | $7,497-99.7% | $142-86.5% |