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 | $3,951 |
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 | $134,543 | $120,075+12.0% | $90,782+48.2% | $55,725+141.4% |
| Participation rate | 92.3% | 88.0%+4.3pp | 82.7%+9.7pp | 70.9%+21.5pp |
| Annual return | -4.18% | -3.47%-0.7pp | -3.42%-0.8pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,651 | $4,693-22.2% | $4,105-11.1% | $2,078+75.7% |
| Participant deferral / active EE | $5,580 | $6,826-18.2% | $5,366+4.0% | $3,356+66.3% |
| Admin fee / account holder | $29 | $111-74.4% | $5,908-99.5% | $115-75.2% |