Filed September 5, 1997
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 | $86,408 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,944 | $104,697-0.7% | $96,544+7.7% | $80,160+29.7% |
| Participation rate | 99.4% | 86.4%+13.1pp | 76.0%+23.5pp | 72.9%+26.5pp |
| Annual return | 19.33% | 21.78%-2.5pp | 25.84%-6.5pp | 40.38%-21.1pp |
| Employer contribution / active EE | $5,257 | $3,536+48.7% | $2,965+77.3% | $2,978+76.6% |
| Participant deferral / active EE | $5,720 | $6,188-7.6% | $4,851+17.9% | $5,017+14.0% |
| Admin fee / account holder | $13 | $107-88.2% | $8,252-99.8% | $145-91.3% |