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 | $36,280 |
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 | $45,252 | $62,324-27.4% | $68,509-33.9% | $55,191-18.0% |
| Participation rate | 77.5% | 78.9%-1.3pp | 74.7%+2.8pp | 69.2%+8.4pp |
| Annual return | -0.10% | 4.26%-4.4pp | 8.27%-8.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,937 | $2,223-12.9% | $2,278-15.0% | $1,899+2.0% |
| Participant deferral / active EE | $2,407 | $3,425-29.7% | $3,382-28.8% | $3,046-21.0% |
| Admin fee / account holder | $95 | $91+3.9% | $5,275-98.2% | $91+4.6% |