Filed February 24, 1934
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 | $3,425 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,910 | $59,186+70.5% | $76,768+31.4% | $56,287+79.3% |
| Participation rate | 90.2% | 75.2%+15.0pp | 77.0%+13.3pp | 69.9%+20.4pp |
| Annual return | -5.96% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,518 | $1,759+43.2% | $2,485+1.3% | $2,111+19.3% |
| Participant deferral / active EE | $5,761 | $3,255+77.0% | $3,852+49.6% | $3,350+72.0% |
| Admin fee / account holder | $17 | $489-96.6% | $6,675-99.7% | $521-96.8% |