Filed May 3, 1999 (most recent of 2 filings on file)
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 8-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 | $3,119 |
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 | $153,540 | $49,177+212.2% | $79,464+93.2% | $64,186+139.2% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.4pp | 69.6%+28.2pp |
| Annual return | -5.44% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $15,534 | $2,076+648.1% | $2,800+454.7% | $2,381+552.4% |
| Participant deferral / active EE | $13,892 | $2,821+392.4% | $3,704+275.1% | $3,470+300.4% |
| Admin fee / account holder | $25 | $3,839-99.4% | $5,113-99.5% | $4,888-99.5% |