Filed May 18, 1995
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 | $1,257 |
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 | $156,051 | $69,305+125.2% | $82,313+89.6% | $69,631+124.1% |
| Participation rate | 95.4% | 80.3%+15.2pp | 76.9%+18.5pp | 70.7%+24.7pp |
| Annual return | 23.51% | 21.47%+2.0pp | 25.88%-2.4pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $3,164 | $1,887+67.7% | $2,428+30.3% | $2,032+55.7% |
| Participant deferral / active EE | $5,619 | $3,568+57.5% | $3,706+51.6% | $3,224+74.3% |
| Admin fee / account holder | $6 | $97-93.5% | $5,608-99.9% | $110-94.3% |