Filed July 26, 1999
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 | $1,763 |
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 | $120,457 | $51,620+133.4% | $90,281+33.4% | $65,185+84.8% |
| Participation rate | 90.2% | 68.6%+21.5pp | 73.3%+16.9pp | 70.2%+20.0pp |
| Annual return | 23.81% | 24.94%-1.1pp | 78.10%-54.3pp | 29.38%-5.6pp |
| Employer contribution / active EE | $2,903 | $2,235+29.9% | $2,854+1.7% | $2,177+33.4% |
| Participant deferral / active EE | $7,769 | $2,871+170.7% | $3,885+100.0% | $3,514+121.1% |
| Admin fee / account holder | $8 | $384-97.8% | $5,351-99.8% | $847-99.0% |