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 | $22,584 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $9,160 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,262 | $197,263-74.0% | $127,761-59.9% | - |
| Participation rate | 97.2% | 67.9%+29.3pp | 79.0%+18.2pp | - |
| Annual return | 17.05% | 16.18%+0.9pp | 26.14%-9.1pp | - |
| Employer contribution / active EE | $1,816 | $1,949-6.8% | $4,574-60.3% | - |
| Participant deferral / active EE | $2,356 | $3,315-28.9% | $6,021-60.9% | - |
| Admin fee / account holder | $106 | $14,091-99.2% | $9,395-98.9% | - |