Filed March 12, 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 | -$7,082 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $152,741 | $70,667+116.1% | $123,104+24.1% | $52,331+191.9% |
| Participation rate | 91.1% | 83.7%+7.4pp | 86.8%+4.3pp | 68.1%+23.0pp |
| Annual return | -1.51% | 6.23%-7.7pp | 13.22%-14.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $4,521 | $2,946+53.5% | $5,151-12.2% | $1,882+140.2% |
| Participant deferral / active EE | $13,269 | $4,493+195.4% | $6,230+113.0% | $3,022+339.1% |
| Admin fee / account holder | -$48 | $506-109.5% | $9,015-100.5% | $592-108.2% |