Filed December 19, 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 | -$2,652 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $226,467 | $60,396+275.0% | $111,392+103.3% | $56,287+302.3% |
| Participation rate | 91.3% | 72.4%+18.9pp | 78.9%+12.5pp | 69.9%+21.5pp |
| Annual return | -7.74% | 20.26%-28.0pp | -2.06%-5.7pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,024 | $3,459-41.5% | $4,328-53.2% | $2,111-4.1% |
| Participant deferral / active EE | $9,907 | $4,421+124.1% | $5,567+78.0% | $3,350+195.7% |
| Admin fee / account holder | $3 | $610-99.5% | $12,266-100.0% | $521-99.4% |