Filed August 24, 2000
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 | $9,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,931 | $39,458+49.4% | $60,547-2.7% | $55,191+6.8% |
| Participation rate | 49.2% | 59.6%-10.4pp | 68.0%-18.8pp | 69.2%-20.0pp |
| Annual return | 3.20% | 3.35%-0.2pp | 335.64%-332.4pp | 10.78%-7.6pp |
| Employer contribution / active EE | $34 | $1,210-97.2% | $2,419-98.6% | $1,899-98.2% |
| Participant deferral / active EE | $1,746 | $2,140-18.4% | $3,328-47.5% | $3,046-42.7% |
| Admin fee / account holder | $10 | $95-89.3% | $4,536-99.8% | $91-88.7% |