Filed March 3, 1995
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 | -$6,713 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $299,557 | $80,753+271.0% | $136,294+119.8% | $62,292+380.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.85% | 35.83%-14.0pp | 5155.94%-5134.1pp | 28.90%-7.0pp |
| Employer contribution / active EE | $7,358 | $2,884+155.2% | $4,695+56.7% | $2,042+260.3% |
| Participant deferral / active EE | $13,062 | $5,164+152.9% | $6,247+109.1% | $3,169+312.2% |
| Admin fee / account holder | -$42 | $525-108.0% | $9,243-100.5% | $479-108.8% |