Filed February 24, 1994
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 | $149,169 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,614 | $95,776+77.1% | $162,163+4.6% | $77,787+118.0% |
| Participation rate | 95.0% | 88.6%+6.3pp | 87.6%+7.4pp | 73.2%+21.8pp |
| Annual return | 18.77% | 37.03%-18.3pp | 115.59%-96.8pp | 32.57%-13.8pp |
| Employer contribution / active EE | $6,079 | $3,874+56.9% | $5,614+8.3% | $2,504+142.7% |
| Participant deferral / active EE | $4,912 | $6,125-19.8% | $7,298-32.7% | $3,967+23.8% |
| Admin fee / account holder | $28 | $88-67.9% | $10,843-99.7% | $100-71.9% |