Filed December 17, 1992
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 | $12,558 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,122 | $80,354-30.2% | $133,980-58.1% | $63,975-12.3% |
| Participation rate | 95.5% | 87.5%+7.9pp | 87.1%+8.4pp | 71.1%+24.3pp |
| Annual return | 15.83% | 13.11%+2.7pp | 29.30%-13.5pp | 48.65%-32.8pp |
| Employer contribution / active EE | $2,353 | $3,503-32.8% | $5,211-54.8% | $2,182+7.9% |
| Participant deferral / active EE | $4,293 | $5,239-18.0% | $6,282-31.7% | $3,356+27.9% |
| Admin fee / account holder | $10 | $69-85.6% | $9,324-99.9% | $70-85.8% |