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 | $5,895 |
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 | $147,394 | $174,559-15.6% | $105,387+39.9% | $67,579+118.1% |
| Participation rate | 94.0% | 88.2%+5.8pp | 82.6%+11.4pp | 71.3%+22.7pp |
| Annual return | 22.35% | 23.63%-1.3pp | 26.82%-4.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $3,801 | $4,874-22.0% | $4,213-9.8% | $2,148+77.0% |
| Participant deferral / active EE | $5,675 | $7,563-25.0% | $5,502+3.1% | $3,539+60.3% |
| Admin fee / account holder | $16 | $270-93.9% | $6,559-99.7% | $142-88.5% |