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 | $3,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,815 | $71,516+66.1% | $98,439+20.7% | $71,457+66.3% |
| Participation rate | 78.6% | 72.7%+5.9pp | 75.2%+3.5pp | 67.9%+10.7pp |
| Annual return | 28.92% | 32.41%-3.5pp | 21.16%+7.8pp | 28.85%+0.1pp |
| Employer contribution / active EE | $2,493 | $2,399+3.9% | $3,048-18.2% | $2,588-3.6% |
| Participant deferral / active EE | $4,602 | $4,109+12.0% | $4,738-2.9% | $4,289+7.3% |
| Admin fee / account holder | $18 | $1,675-98.9% | $8,948-99.8% | $1,587-98.8% |