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 | $2,963 |
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 | $168,192 | $60,124+179.7% | $90,404+86.0% | $79,858+110.6% |
| Participation rate | 91.2% | 65.0%+26.2pp | 72.7%+18.5pp | 69.6%+21.5pp |
| Annual return | 15.46% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $13,239 | $2,068+540.2% | $3,262+305.8% | $2,471+435.8% |
| Participant deferral / active EE | $12,474 | $2,938+324.6% | $3,963+214.7% | $3,740+233.5% |
| Admin fee / account holder | $29 | $3,976-99.3% | $5,611-99.5% | $5,306-99.5% |