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 | $102,902 |
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 | $59,972 | $65,223-8.1% | $80,019-25.1% | $55,725+7.6% |
| Participation rate | 99.9% | 80.6%+19.3pp | 75.8%+24.1pp | 70.9%+29.0pp |
| Annual return | -4.41% | 7.59%-12.0pp | 11.22%-15.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,280 | $2,544-10.4% | $2,468-7.6% | $2,078+9.7% |
| Participant deferral / active EE | $6,000 | $3,881+54.6% | $3,686+62.8% | $3,356+78.8% |
| Admin fee / account holder | $85 | $114-25.4% | $6,521-98.7% | $115-26.0% |