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 | $18,158 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,491 | $65,223-27.2% | $80,019-40.7% | $55,725-14.8% |
| Participation rate | 81.6% | 80.6%+1.1pp | 75.8%+5.8pp | 70.9%+10.8pp |
| Annual return | -6.22% | 7.59%-13.8pp | 11.22%-17.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,895 | $2,544-25.5% | $2,468-23.2% | $2,078-8.8% |
| Participant deferral / active EE | $2,680 | $3,881-30.9% | $3,686-27.3% | $3,356-20.1% |
| Admin fee / account holder | $41 | $114-64.3% | $6,521-99.4% | $115-64.6% |