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 | -$42,955 |
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 | $236,226 | $64,286+267.5% | $106,387+122.0% | $55,725+323.9% |
| Participation rate | 99.4% | 75.2%+24.2pp | 77.5%+21.9pp | 70.9%+28.5pp |
| Annual return | -4.11% | 0.84%-5.0pp | 0.25%-4.4pp | 244.93%-249.0pp |
| Employer contribution / active EE | $7,364 | $2,367+211.1% | $3,520+109.2% | $2,078+254.4% |
| Participant deferral / active EE | $10,156 | $4,158+144.3% | $5,421+87.3% | $3,356+202.7% |
| Admin fee / account holder | -$36 | $102-134.8% | $7,510-100.5% | $115-130.9% |