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 | -$47,753 |
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 | $308,127 | $82,093+275.3% | $379,746-18.9% | $73,409+319.7% |
| Participation rate | 99.2% | 76.8%+22.4pp | 78.4%+20.8pp | 72.2%+27.1pp |
| Annual return | 14.54% | 18.89%-4.4pp | 34.90%-20.4pp | 59.29%-44.8pp |
| Employer contribution / active EE | $10,416 | $2,847+265.9% | $3,540+194.3% | $2,234+366.3% |
| Participant deferral / active EE | $11,411 | $4,697+142.9% | $6,024+89.4% | $3,805+199.9% |
| Admin fee / account holder | $12 | $128-91.0% | $7,927-99.9% | $158-92.7% |