Filed December 22, 1992
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 | $113 |
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 | $165,986 | $55,453+199.3% | $170,442-2.6% | $62,292+166.5% |
| Participation rate | 95.2% | 66.4%+28.8pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 20.40% | 21.38%-1.0pp | 205.93%-185.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $6,110 | $2,164+182.4% | $5,433+12.5% | $2,042+199.2% |
| Participant deferral / active EE | $12,453 | $2,303+440.8% | $4,939+152.1% | $3,169+292.9% |
| Admin fee / account holder | $5 | $455-98.9% | $13,880-100.0% | $479-98.9% |