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 | $20,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,694 | $64,871-31.1% | $129,110-65.4% | $66,914-33.2% |
| Participation rate | 97.1% | 74.0%+23.1pp | 77.3%+19.8pp | 69.8%+27.3pp |
| Annual return | -12.98% | -12.21%-0.8pp | -10.94%-2.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,036 | $3,741-45.6% | $5,052-59.7% | $2,544-20.0% |
| Participant deferral / active EE | $2,873 | $5,090-43.5% | $6,542-56.1% | $4,237-32.2% |
| Admin fee / account holder | $74 | $629-88.2% | $14,302-99.5% | $593-87.5% |