Filed April 5, 1995
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 | $10,707 |
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 | $45,882 | $60,396-24.0% | $111,392-58.8% | $56,287-18.5% |
| Participation rate | 98.3% | 72.4%+25.9pp | 78.9%+19.5pp | 69.9%+28.5pp |
| Annual return | -3.73% | 20.26%-24.0pp | -2.06%-1.7pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,785 | $3,459-48.4% | $4,328-58.7% | $2,111-15.4% |
| Participant deferral / active EE | $2,227 | $4,421-49.6% | $5,567-60.0% | $3,350-33.5% |
| Admin fee / account holder | $48 | $610-92.1% | $12,266-99.6% | $521-90.8% |