Filed November 6, 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 | $32,373 |
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 | $83,978 | $62,928+33.5% | $172,739-51.4% | $67,579+24.3% |
| Participation rate | 72.8% | 64.5%+8.4pp | 82.6%-9.8pp | 71.3%+1.5pp |
| Annual return | 23.03% | 30.36%-7.3pp | 802.84%-779.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $3,140 | $1,636+91.9% | $5,143-38.9% | $2,148+46.2% |
| Participant deferral / active EE | $5,625 | $2,145+162.3% | $5,198+8.2% | $3,539+58.9% |
| Admin fee / account holder | $132 | $167-20.5% | $13,954-99.1% | $142-6.9% |