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 | $40,627 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,375 | $81,908+18.9% | $90,749+7.3% | $64,808+50.3% |
| Participation rate | 72.1% | 80.5%-8.4pp | 75.7%-3.6pp | 71.5%+0.6pp |
| Annual return | -15.64% | -12.53%-3.1pp | -12.16%-3.5pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,151 | $3,065-29.8% | $2,921-26.4% | $2,506-14.2% |
| Participant deferral / active EE | $4,821 | $4,840-0.4% | $4,564+5.6% | $4,310+11.9% |
| Admin fee / account holder | $76 | $157-51.6% | $8,445-99.1% | $188-59.5% |