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 | $13,389 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,321 | $80,177+3.9% | $123,892-32.7% | $57,658+44.5% |
| Participation rate | 86.4% | 74.4%+11.9pp | 81.4%+5.0pp | 70.2%+16.1pp |
| Annual return | 6.00% | 17.90%-11.9pp | 47.52%-41.5pp | 5.13%+0.9pp |
| Employer contribution / active EE | $2,018 | $2,913-30.7% | $4,617-56.3% | $1,974+2.3% |
| Participant deferral / active EE | $5,624 | $5,130+9.6% | $5,984-6.0% | $3,061+83.8% |
| Admin fee / account holder | $22 | $106-79.0% | $8,357-99.7% | $95-76.4% |