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 | $2,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,661 | $72,607+4.2% | $90,749-16.6% | $66,914+13.1% |
| Participation rate | 99.3% | 73.7%+25.7pp | 75.7%+23.7pp | 69.8%+29.5pp |
| Annual return | -15.90% | -12.28%-3.6pp | -12.16%-3.7pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,925 | $2,369+65.7% | $2,921+34.4% | $2,544+54.3% |
| Participant deferral / active EE | $6,095 | $3,977+53.2% | $4,564+33.5% | $4,237+43.9% |
| Admin fee / account holder | $28 | $707-96.0% | $8,445-99.7% | $593-95.2% |