Filed October 30, 1996
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 | $27,053 |
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 | $34,967 | $155,795-77.6% | $136,294-74.3% | $69,631-49.8% |
| Participation rate | 97.4% | 75.2%+22.1pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 20.56% | 232464.33%-232443.8pp | 5155.94%-5135.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $2,796 | $2,991-6.5% | $4,695-40.5% | $2,032+37.6% |
| Participant deferral / active EE | $4,332 | $5,394-19.7% | $6,247-30.7% | $3,224+34.4% |
| Admin fee / account holder | $35 | $128-72.9% | $9,243-99.6% | $110-68.5% |