Filed December 15, 1992
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 27 · EIN 43-1451524 | Advisory (Plan) | $14,982 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,897 | $52,406-8.6% | $129,207-62.9% | $74,495-35.7% |
| Participation rate | 85.0% | 53.8%+31.2pp | 69.6%+15.4pp | 67.2%+17.8pp |
| Annual return | 18.95% | 15.66%+3.3pp | 9417.33%-9398.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $1,533 | $1,531+0.2% | $4,153-63.1% | $2,623-41.5% |
| Participant deferral / active EE | $3,138 | $2,794+12.3% | $4,168-24.7% | $4,346-27.8% |
| Admin fee / account holder | $203 | $2,633-92.3% | $7,715-97.4% | $1,942-89.5% |