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 | -$46,613 |
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 | $420,124 | $99,957+320.3% | $149,696+180.7% | $73,488+471.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 20.69% | 53.87%-33.2pp | 276.60%-255.9pp | 28.51%-7.8pp |
| Employer contribution / active EE | $10,267 | $3,191+221.7% | $4,644+121.1% | $2,270+352.3% |
| Participant deferral / active EE | $15,508 | $6,073+155.4% | $6,842+126.7% | $3,740+314.7% |
| Admin fee / account holder | -$281 | $551-151.0% | $9,309-103.0% | $513-154.8% |