Filed September 27, 1993
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 | $2,156 |
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 | $78,141 | $46,869+66.7% | $122,332-36.1% | $70,131+11.4% |
| Participation rate | 75.0% | 58.2%+16.8pp | 71.6%+3.4pp | 69.5%+5.5pp |
| Annual return | 15.07% | 24.22%-9.1pp | 30.27%-15.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,522 | $1,288+18.2% | $4,050-62.4% | $2,342-35.0% |
| Participant deferral / active EE | $2,948 | $2,166+36.1% | $3,287-10.3% | $3,332-11.5% |
| Admin fee / account holder | $24 | $3,322-99.3% | $5,478-99.6% | $4,645-99.5% |