Filed August 20, 1991
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 | $4,363 |
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 | $88,709 | $47,078+88.4% | $100,671-11.9% | $55,191+60.7% |
| Participation rate | 95.6% | 58.0%+37.6pp | 70.7%+24.9pp | 69.2%+26.5pp |
| Annual return | 1.31% | 0.65%+0.7pp | 20.43%-19.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,409 | $1,065+126.1% | $4,012-40.0% | $1,899+26.9% |
| Participant deferral / active EE | $9,702 | $2,038+376.0% | $3,144+208.6% | $3,046+218.5% |
| Admin fee / account holder | $8 | $153-94.5% | $4,850-99.8% | $91-90.7% |