Filed August 12, 1998 (most recent of 2 filings on file)
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 | $0 |
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 | $132,904 | $96,458+37.8% | $136,294-2.5% | $77,958+70.5% |
| Participation rate | 97.1% | 75.4%+21.7pp | 81.9%+15.2pp | 71.6%+25.5pp |
| Annual return | 22.48% | 23.78%-1.3pp | 5155.94%-5133.5pp | 20.87%+1.6pp |
| Employer contribution / active EE | $3,907 | $3,144+24.3% | $4,695-16.8% | $2,310+69.1% |
| Participant deferral / active EE | $8,973 | $5,902+52.0% | $6,247+43.6% | $3,537+153.7% |
| Admin fee / account holder | $17 | $80-78.6% | $9,243-99.8% | $97-82.3% |