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 | $3,048 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,742 | $76,912+434.0% | $129,110+218.1% | $68,494+499.7% |
| Participation rate | 91.1% | 69.1%+22.0pp | 77.3%+13.9pp | 67.9%+23.2pp |
| Annual return | -16.39% | -9.78%-6.6pp | -10.94%-5.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $9,985 | $3,243+207.9% | $5,052+97.6% | $2,596+284.6% |
| Participant deferral / active EE | $13,414 | $4,732+183.5% | $6,542+105.0% | $4,027+233.1% |
| Admin fee / account holder | $36 | $6,638-99.5% | $14,302-99.8% | $5,403-99.3% |