Filed May 28, 1997
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 | $15,609 |
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 | $82,732 | $88,324-6.3% | $115,037-28.1% | $55,191+49.9% |
| Participation rate | 88.2% | 72.5%+15.6pp | 81.4%+6.8pp | 69.2%+19.0pp |
| Annual return | -0.01% | 6.30%-6.3pp | 26.14%-26.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,132 | $2,805-24.0% | $4,608-53.7% | $1,899+12.3% |
| Participant deferral / active EE | $6,042 | $5,042+19.8% | $6,026+0.2% | $3,046+98.3% |
| Admin fee / account holder | $26 | $105-75.7% | $8,175-99.7% | $91-71.8% |