Filed December 28, 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 37 · EIN 04-2647786 | Loan Processing | $21,054 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,271 | $44,229-67.7% | $155,790-90.8% | $55,191-74.1% |
| Participation rate | 92.0% | 60.8%+31.1pp | 76.1%+15.9pp | 69.2%+22.8pp |
| Annual return | -0.61% | 0.37%-1.0pp | 71.54%-72.1pp | 10.78%-11.4pp |
| Employer contribution / active EE | $559 | $1,317-57.6% | $3,836-85.4% | $1,899-70.6% |
| Participant deferral / active EE | $2,397 | $2,851-15.9% | $4,797-50.0% | $3,046-21.3% |
| Admin fee / account holder | $46 | $86-46.1% | $7,478-99.4% | $91-48.8% |