Filed December 28, 1
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 | -$31,449 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,221 | $68,544+272.3% | $115,752+120.5% | $69,631+266.5% |
| Participation rate | 98.6% | 74.0%+24.7pp | 77.8%+20.8pp | 70.7%+27.9pp |
| Annual return | 15.63% | 20.97%-5.3pp | 19.41%-3.8pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $7,034 | $2,400+193.1% | $3,492+101.4% | $2,032+246.1% |
| Participant deferral / active EE | $9,449 | $3,887+143.1% | $5,204+81.6% | $3,224+193.1% |
| Admin fee / account holder | -$26 | $90-128.7% | $6,278-100.4% | $110-123.5% |