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 | $5,106 |
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 | $168,293 | $160,088+5.1% | $112,977+49.0% | $73,409+129.3% |
| Participation rate | 94.5% | 90.7%+3.8pp | 82.6%+11.9pp | 72.2%+22.3pp |
| Annual return | 22.86% | 17.93%+4.9pp | 24.24%-1.4pp | 59.29%-36.4pp |
| Employer contribution / active EE | $4,059 | $5,200-21.9% | $4,255-4.6% | $2,234+81.7% |
| Participant deferral / active EE | $6,002 | $8,024-25.2% | $5,836+2.8% | $3,805+57.7% |
| Admin fee / account holder | $17 | $133-87.0% | $6,294-99.7% | $158-89.1% |