Filed September 2, 1998 (most recent of 2 filings on file)
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 | $1,675 |
Participant contribution per participant 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 | $13,639 | $37,117-63.3% | $147,614-90.8% | $55,191-75.3% |
| Participation rate | 86.9% | 63.6%+23.3pp | 84.6%+2.3pp | 69.2%+17.7pp |
| Annual return | 1.19% | 3.44%-2.3pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $243 | $1,620-85.0% | $5,564-95.6% | $1,899-87.2% |
| Participant deferral / active EE | $506 | $1,985-74.5% | $4,895-89.7% | $3,046-83.4% |
| Admin fee / account holder | $2 | $86-97.2% | $11,611-100.0% | $91-97.4% |