Filed March 29, 1995 (most recent of 2 filings on file)
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 | -$11,604 |
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 | $132,745 | $124,414+6.7% | $115,157+15.3% | $67,579+96.4% |
| Participation rate | 98.1% | 58.1%+40.1pp | 75.9%+22.2pp | 71.3%+26.9pp |
| Annual return | 25.75% | 29.40%-3.6pp | 35.60%-9.9pp | 378.56%-352.8pp |
| Employer contribution / active EE | $4,178 | $1,454+187.2% | $3,179+31.4% | $2,148+94.5% |
| Participant deferral / active EE | $5,128 | $2,331+120.0% | $4,168+23.0% | $3,539+44.9% |
| Admin fee / account holder | -$27 | $361-107.5% | $7,088-100.4% | $142-119.1% |