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 | $38,224 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $407,119 | $140,769+189.2% | $116,228+250.3% | $140,769+189.2% |
| Participation rate | 97.3% | 74.2%+23.1pp | 74.6%+22.7pp | 74.2%+23.1pp |
| Annual return | 16.03% | 16.82%-0.8pp | 90.06%-74.0pp | 16.82%-0.8pp |
| Employer contribution / active EE | $7,252 | $3,906+85.7% | $2,994+142.2% | $3,906+85.7% |
| Participant deferral / active EE | $22,291 | $6,717+231.9% | $4,953+350.0% | $6,717+231.9% |
| Admin fee / account holder | $1 | $229-99.6% | $11,989-100.0% | $229-99.6% |