Filed February 18, 1994
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 9-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 | $12,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,798 | $118,101-40.1% | $106,387-33.5% | $75,289-6.0% |
| Participation rate | 95.0% | 81.4%+13.5pp | 77.5%+17.5pp | 72.4%+22.5pp |
| Annual return | 4.18% | -2.42%+6.6pp | 0.25%+3.9pp | -0.04%+4.2pp |
| Employer contribution / active EE | $3,360 | $2,880+16.7% | $3,520-4.5% | $2,405+39.7% |
| Participant deferral / active EE | $7,895 | $4,681+68.6% | $5,421+45.6% | $3,739+111.2% |
| Admin fee / account holder | $34 | $85-60.1% | $7,510-99.6% | $102-67.0% |