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 | $14,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,091 | $53,345+98.9% | $121,098-12.4% | $74,419+42.6% |
| Participation rate | 73.0% | 60.0%+13.0pp | 69.5%+3.5pp | 70.7%+2.3pp |
| Annual return | 22.26% | 35.15%-12.9pp | 985.75%-963.5pp | 34.38%-12.1pp |
| Employer contribution / active EE | $2,576 | $1,898+35.7% | $4,164-38.1% | $2,637-2.3% |
| Participant deferral / active EE | $4,634 | $3,221+43.9% | $4,080+13.6% | $4,528+2.3% |
| Admin fee / account holder | $33 | $382-91.4% | $5,644-99.4% | $348-90.6% |