Filed May 28, 1998
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 5-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 | $44,797 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,429 | $87,870+216.9% | $113,168+146.0% | $74,304+274.7% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 13.80% | 26.44%-12.6pp | 24.27%-10.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $3,969 | $2,277+74.3% | $2,975+33.4% | $2,241+77.1% |
| Participant deferral / active EE | $7,418 | $4,241+74.9% | $5,107+45.2% | $3,767+96.9% |
| Admin fee / account holder | $147 | $3,368-95.6% | $12,068-98.8% | $2,969-95.1% |