Filed May 23, 1
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 | $807 |
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 | $34,446 | $37,117-7.2% | $147,614-76.7% | $55,191-37.6% |
| Participation rate | 92.6% | 63.6%+29.0pp | 84.6%+8.0pp | 69.2%+23.4pp |
| Annual return | 5.64% | 3.44%+2.2pp | 61.98%-56.3pp | 10.78%-5.1pp |
| Employer contribution / active EE | $951 | $1,620-41.3% | $5,564-82.9% | $1,899-49.9% |
| Participant deferral / active EE | $3,779 | $1,985+90.3% | $4,895-22.8% | $3,046+24.0% |
| Admin fee / account holder | $24 | $86-71.5% | $11,611-99.8% | $91-73.2% |