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 5-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 | $27,332 |
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 | $67,842 | $73,404-7.6% | $87,100-22.1% | $67,579+0.4% |
| Participation rate | 71.6% | 80.9%-9.2pp | 76.9%-5.2pp | 71.3%+0.4pp |
| Annual return | 20.04% | 48.29%-28.3pp | 28.19%-8.2pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,867 | $2,014-7.3% | $2,521-25.9% | $2,148-13.1% |
| Participant deferral / active EE | $2,358 | $3,913-39.7% | $4,049-41.8% | $3,539-33.4% |
| Admin fee / account holder | $119 | $142-15.7% | $7,497-98.4% | $142-16.1% |