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 | $32,502 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,707 | $112,623+103.1% | $106,201+115.4% | $199,768+14.5% |
| Participation rate | 90.9% | 86.2%+4.7pp | 75.3%+15.7pp | 72.0%+18.9pp |
| Annual return | 11.15% | 15.57%-4.4pp | 116.26%-105.1pp | 34.26%-23.1pp |
| Employer contribution / active EE | $2,955 | $4,575-35.4% | $3,170-6.8% | $3,037-2.7% |
| Participant deferral / active EE | $10,281 | $6,659+54.4% | $5,012+105.1% | $5,090+102.0% |
| Admin fee / account holder | $14 | $107-87.3% | $11,039-99.9% | $269-94.9% |