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 | $16,027 |
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 | $43,658 | $79,700-45.2% | $153,485-71.6% | $74,495-41.4% |
| Participation rate | 96.1% | 69.8%+26.3pp | 77.1%+19.0pp | 67.2%+28.9pp |
| Annual return | 6.90% | 15.07%-8.2pp | 15.65%-8.8pp | 1364.94%-1358.0pp |
| Employer contribution / active EE | $2,987 | $4,016-25.6% | $5,039-40.7% | $2,623+13.9% |
| Participant deferral / active EE | $3,592 | $5,315-32.4% | $6,757-46.8% | $4,346-17.3% |
| Admin fee / account holder | $71 | $1,790-96.1% | $12,724-99.4% | $1,942-96.4% |