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 | $5,335 |
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 | $145,893 | $138,427+5.4% | $97,995+48.9% | $69,631+109.5% |
| Participation rate | 92.3% | 90.0%+2.3pp | 82.4%+9.9pp | 70.7%+21.6pp |
| Annual return | 19.58% | 26.21%-6.6pp | 23.94%-4.4pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $3,247 | $4,858-33.2% | $4,158-21.9% | $2,032+59.8% |
| Participant deferral / active EE | $5,565 | $7,165-22.3% | $5,097+9.2% | $3,224+72.6% |
| Admin fee / account holder | $14 | $101-86.1% | $5,943-99.8% | $110-87.3% |