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 | $20,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,560 | $75,284-42.1% | $91,001-52.1% | $69,631-37.4% |
| Participation rate | 58.7% | 80.4%-21.7pp | 75.6%-16.9pp | 70.7%-12.0pp |
| Annual return | 16.91% | 48.40%-31.5pp | 4.60%+12.3pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $695 | $2,473-71.9% | $2,456-71.7% | $2,032-65.8% |
| Participant deferral / active EE | $1,944 | $3,700-47.5% | $3,547-45.2% | $3,224-39.7% |
| Admin fee / account holder | $74 | $111-32.7% | $5,417-98.6% | $110-32.6% |