Filed December 23, 1992
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 6-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 | $15,910 |
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 | $24,925 | $59,186-57.9% | $76,768-67.5% | $56,287-55.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -5.22% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,622 | $1,759-7.8% | $2,485-34.7% | $2,111-23.2% |
| Participant deferral / active EE | $1,832 | $3,255-43.7% | $3,852-52.4% | $3,350-45.3% |
| Admin fee / account holder | $123 | $489-74.9% | $6,675-98.2% | $521-76.4% |