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 | -$44,717 |
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 | $280,082 | $75,419+271.4% | $392,568-28.7% | $67,579+314.5% |
| Participation rate | 98.6% | 74.8%+23.7pp | 78.1%+20.5pp | 71.3%+27.3pp |
| Annual return | 21.18% | 36.70%-15.5pp | 24.42%-3.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $9,589 | $2,636+263.8% | $3,783+153.5% | $2,148+346.4% |
| Participant deferral / active EE | $10,916 | $4,347+151.1% | $5,985+82.4% | $3,539+208.4% |
| Admin fee / account holder | -$37 | $114-132.5% | $6,260-100.6% | $142-126.0% |