Filed March 6, 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 | $681 |
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 | $135,758 | $76,552+77.3% | $123,892+9.6% | $62,891+115.9% |
| Participation rate | 96.9% | 73.0%+24.0pp | 81.4%+15.5pp | 69.3%+27.6pp |
| Annual return | 6.18% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,274 | $2,883-21.1% | $4,617-50.7% | $2,281-0.3% |
| Participant deferral / active EE | $8,237 | $4,840+70.2% | $5,984+37.6% | $3,203+157.2% |
| Admin fee / account holder | $7 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |