Filed June 11, 1992
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 | $1,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,417 | $79,428+132.2% | $106,548+73.1% | $79,386+132.3% |
| Participation rate | 60.4% | 74.1%-13.7pp | 76.1%-15.7pp | 70.7%-10.3pp |
| Annual return | 15.15% | 18.27%-3.1pp | 26.80%-11.7pp | 116.85%-101.7pp |
| Employer contribution / active EE | $2,506 | $2,234+12.2% | $2,819-11.1% | $2,427+3.2% |
| Participant deferral / active EE | $4,702 | $3,823+23.0% | $4,398+6.9% | $4,046+16.2% |
| Admin fee / account holder | $14 | $523-97.3% | $7,407-99.8% | $626-97.8% |