Filed October 9, 1998 (most recent of 2 filings on file)
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 | $10,606 |
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 | $95,491 | $47,898+99.4% | $117,472-18.7% | $64,808+47.3% |
| Participation rate | 74.5% | 61.9%+12.6pp | 70.6%+3.9pp | 71.5%+3.0pp |
| Annual return | -18.77% | -15.54%-3.2pp | 29.74%-48.5pp | 32.82%-51.6pp |
| Employer contribution / active EE | $2,660 | $1,774+50.0% | $4,176-36.3% | $2,506+6.2% |
| Participant deferral / active EE | $4,761 | $3,151+51.1% | $4,070+17.0% | $4,310+10.5% |
| Admin fee / account holder | $25 | $132-81.2% | $5,645-99.6% | $188-86.8% |