Filed June 17, 1998
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 | $41,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $78,103 | $75,284+3.7% | $91,001-14.2% | $69,631+12.2% |
| Participation rate | 68.7% | 80.4%-11.7pp | 75.6%-6.9pp | 70.7%-2.0pp |
| Annual return | 17.25% | 48.40%-31.1pp | 4.60%+12.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,526 | $2,473-38.3% | $2,456-37.9% | $2,032-24.9% |
| Participant deferral / active EE | $2,926 | $3,700-20.9% | $3,547-17.5% | $3,224-9.2% |
| Admin fee / account holder | $46 | $111-58.0% | $5,417-99.1% | $110-58.0% |