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 | $487,471 |
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 | $335,327 | $430,560-22.1% | $98,907+239.0% | $106,222+215.7% |
| Participation rate | 96.9% | 86.2%+10.7pp | 76.0%+20.9pp | 70.8%+26.1pp |
| Annual return | 14.93% | 17.89%-3.0pp | 196.43%-181.5pp | 21.69%-6.8pp |
| Employer contribution / active EE | $6,007 | $6,804-11.7% | $2,689+123.4% | $2,723+120.6% |
| Participant deferral / active EE | $17,144 | $9,623+78.2% | $4,244+303.9% | $4,600+272.7% |
| Admin fee / account holder | $13 | $220-94.0% | $6,642-99.8% | $78-83.2% |