Filed May 19, 1998
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 |
|---|---|---|
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $16,200 |
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,104 | $79,944+192.8% | $98,439+137.8% | $75,163+211.5% |
| Participation rate | 87.0% | 70.4%+16.6pp | 75.2%+11.8pp | 67.2%+19.8pp |
| Annual return | 19.48% | 19.75%-0.3pp | 21.16%-1.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,761 | $2,264+66.1% | $3,048+23.4% | $2,670+40.9% |
| Participant deferral / active EE | $8,776 | $3,752+133.9% | $4,738+85.2% | $4,125+112.7% |
| Admin fee / account holder | $269 | $6,840-96.1% | $8,948-97.0% | $5,651-95.2% |