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 | -$20,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,038 | $62,581+160.5% | $124,672+30.8% | $86,799+87.8% |
| Participation rate | 99.1% | 56.9%+42.2pp | 74.6%+24.5pp | 72.3%+26.8pp |
| Annual return | 16.86% | 26.67%-9.8pp | 5142.93%-5126.1pp | 97.91%-81.0pp |
| Employer contribution / active EE | $5,235 | $1,604+226.4% | $3,324+57.5% | $2,405+117.6% |
| Participant deferral / active EE | $5,776 | $2,725+111.9% | $4,614+25.2% | $4,131+39.8% |
| Admin fee / account holder | -$46 | $170-126.8% | $7,493-100.6% | $170-126.8% |