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 | $969 |
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 | $98,325 | $62,132+58.3% | $185,823-47.1% | $73,488+33.8% |
| Participation rate | 67.6% | 67.8%-0.2pp | 78.0%-10.5pp | 70.7%-3.1pp |
| Annual return | 25.08% | 20.44%+4.6pp | 35.95%-10.9pp | 28.51%-3.4pp |
| Employer contribution / active EE | $1,836 | $1,681+9.2% | $4,087-55.1% | $2,270-19.1% |
| Participant deferral / active EE | $4,564 | $3,711+23.0% | $5,632-19.0% | $3,740+22.1% |
| Admin fee / account holder | $48 | $419-88.5% | $9,500-99.5% | $513-90.6% |