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 | $1,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,462 | $56,972+30.7% | $182,532-59.2% | $65,185+14.2% |
| Participation rate | 67.2% | 66.5%+0.6pp | 78.0%-10.8pp | 70.2%-3.0pp |
| Annual return | 26.14% | 27.67%-1.5pp | 148.54%-122.4pp | 29.38%-3.2pp |
| Employer contribution / active EE | $1,781 | $1,615+10.3% | $4,076-56.3% | $2,177-18.2% |
| Participant deferral / active EE | $3,779 | $3,526+7.2% | $5,524-31.6% | $3,514+7.5% |
| Admin fee / account holder | $44 | $528-91.7% | $8,592-99.5% | $847-94.8% |