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 | $22,982 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,187 | $82,274-34.1% | $152,466-64.5% | $79,386-31.7% |
| Participation rate | 96.5% | 76.4%+20.1pp | 78.2%+18.3pp | 70.7%+25.8pp |
| Annual return | 11.27% | 7959.84%-7948.6pp | 757.33%-746.1pp | 116.85%-105.6pp |
| Employer contribution / active EE | $2,271 | $3,613-37.1% | $4,327-47.5% | $2,427-6.4% |
| Participant deferral / active EE | $3,021 | $4,969-39.2% | $5,820-48.1% | $4,046-25.3% |
| Admin fee / account holder | $79 | $632-87.5% | $15,805-99.5% | $626-87.4% |