Filed July 10, 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 | $34,109 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $27,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,466 | $109,413+71.3% | $156,263+20.0% | $84,808+121.0% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+24.9pp |
| Annual return | 14.09% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,551 | $2,907-12.2% | $4,333-41.1% | $2,631-3.0% |
| Participant deferral / active EE | $7,721 | $4,590+68.2% | $6,158+25.4% | $4,212+83.3% |
| Admin fee / account holder | $317 | $9,357-96.6% | $14,255-97.8% | $7,344-95.7% |