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 | $119,196 |
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 | $60,501 | $75,284-19.6% | $91,001-33.5% | $69,631-13.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 16.01% | 48.40%-32.4pp | 4.60%+11.4pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $2,231 | $2,473-9.8% | $2,456-9.1% | $2,032+9.8% |
| Participant deferral / active EE | $5,508 | $3,700+48.9% | $3,547+55.3% | $3,224+70.9% |
| Admin fee / account holder | $97 | $111-12.1% | $5,417-98.2% | $110-12.0% |