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 | $3,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,156 | $73,638+108.0% | $95,952+59.6% | $73,488+108.4% |
| Participation rate | 93.2% | 76.2%+17.0pp | 77.1%+16.1pp | 70.7%+22.5pp |
| Annual return | 17.06% | 16.78%+0.3pp | 91.61%-74.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,913 | $1,863+56.3% | $2,541+14.6% | $2,270+28.3% |
| Participant deferral / active EE | $7,030 | $3,617+94.4% | $4,167+68.7% | $3,740+88.0% |
| Admin fee / account holder | $22 | $482-95.4% | $6,795-99.7% | $513-95.6% |