Filed January 29, 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 | $5,686 |
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 | $122,952 | $112,315+9.5% | $81,367+51.1% | $55,191+122.8% |
| Participation rate | 93.2% | 88.0%+5.1pp | 82.3%+10.9pp | 69.2%+24.0pp |
| Annual return | 2.96% | 0.62%+2.3pp | -0.92%+3.9pp | 10.78%-7.8pp |
| Employer contribution / active EE | $3,141 | $4,239-25.9% | $3,930-20.1% | $1,899+65.4% |
| Participant deferral / active EE | $5,358 | $6,435-16.7% | $5,383-0.5% | $3,046+75.9% |
| Admin fee / account holder | $19 | $83-76.9% | $8,926-99.8% | $91-78.8% |