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 | $1,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,722 | $58,264+108.9% | $86,612+40.5% | $71,457+70.3% |
| Participation rate | 91.5% | 65.0%+26.5pp | 71.7%+19.8pp | 67.9%+23.6pp |
| Annual return | 15.67% | 21.63%-6.0pp | 591.07%-575.4pp | 28.85%-13.2pp |
| Employer contribution / active EE | $2,078 | $2,574-19.3% | $3,022-31.2% | $2,588-19.7% |
| Participant deferral / active EE | $9,987 | $3,436+190.6% | $4,438+125.0% | $4,289+132.9% |
| Admin fee / account holder | $8 | $1,057-99.3% | $5,614-99.9% | $1,587-99.5% |