Filed June 17, 1998
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 | $1,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,964 | $79,428+23.3% | $106,548-8.1% | $79,386+23.4% |
| Participation rate | 99.2% | 74.1%+25.1pp | 76.1%+23.1pp | 70.7%+28.5pp |
| Annual return | 14.40% | 18.27%-3.9pp | 26.80%-12.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $4,224 | $2,234+89.1% | $2,819+49.9% | $2,427+74.0% |
| Participant deferral / active EE | $6,597 | $3,823+72.6% | $4,398+50.0% | $4,046+63.1% |
| Admin fee / account holder | $36 | $523-93.1% | $7,407-99.5% | $626-94.2% |