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 | $4,281 |
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 | $93,227 | $41,281+125.8% | $109,313-14.7% | $57,658+61.7% |
| Participation rate | 93.2% | 59.3%+33.9pp | 71.3%+21.9pp | 70.2%+23.0pp |
| Annual return | 9.93% | 8.97%+1.0pp | 22.07%-12.1pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,956 | $1,201+62.8% | $3,892-49.7% | $1,974-0.9% |
| Participant deferral / active EE | $8,580 | $2,223+285.9% | $3,166+171.0% | $3,061+180.3% |
| Admin fee / account holder | $8 | $75-89.9% | $5,666-99.9% | $95-92.0% |