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 | $2,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,209 | $51,197+140.7% | $82,719+48.9% | $66,914+84.1% |
| Participation rate | 89.6% | 67.8%+21.8pp | 72.6%+17.1pp | 69.8%+19.8pp |
| Annual return | -16.80% | -9.64%-7.2pp | 701.18%-718.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,017 | $2,611-22.7% | $3,009-33.0% | $2,544-20.7% |
| Participant deferral / active EE | $9,562 | $3,458+176.5% | $4,395+117.6% | $4,237+125.7% |
| Admin fee / account holder | $10 | $416-97.5% | $5,329-99.8% | $593-98.2% |