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 | $43,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,116 | $72,254+111.9% | $86,677+76.7% | $64,808+136.3% |
| Participation rate | 98.3% | 80.4%+17.9pp | 76.6%+21.8pp | 71.5%+26.9pp |
| Annual return | 16.60% | 392.42%-375.8pp | 35.91%-19.3pp | 32.82%-16.2pp |
| Employer contribution / active EE | $1,645 | $2,393-31.2% | $2,836-42.0% | $2,506-34.3% |
| Participant deferral / active EE | $5,298 | $4,658+13.7% | $4,656+13.8% | $4,310+22.9% |
| Admin fee / account holder | $93 | $174-46.4% | $7,493-98.8% | $188-50.4% |