Filed September 30, 1999
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 | $112,542 |
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 | $53,235 | $74,024-28.1% | $77,999-31.7% | $57,658-7.7% |
| Participation rate | 99.4% | 79.7%+19.7pp | 75.5%+23.9pp | 70.2%+29.2pp |
| Annual return | 8.08% | 12.14%-4.1pp | 425.96%-417.9pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,015 | $2,365-14.8% | $2,470-18.4% | $1,974+2.1% |
| Participant deferral / active EE | $4,863 | $3,533+37.7% | $3,497+39.1% | $3,061+58.9% |
| Admin fee / account holder | $96 | $93+2.7% | $5,480-98.3% | $95+1.2% |