Filed March 10, 1997
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 | $1,619 |
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 | $62,573 | $48,576+28.8% | $169,463-63.1% | $56,287+11.2% |
| Participation rate | 69.7% | 65.8%+3.9pp | 77.8%-8.1pp | 69.9%-0.1pp |
| Annual return | -6.60% | -2.51%-4.1pp | 1.83%-8.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,557 | $1,559+64.0% | $4,159-38.5% | $2,111+21.1% |
| Participant deferral / active EE | $4,238 | $3,275+29.4% | $5,277-19.7% | $3,350+26.5% |
| Admin fee / account holder | $41 | $435-90.6% | $9,109-99.6% | $521-92.2% |