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 | $819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,955 | $70,879+53.7% | $189,557-42.5% | $79,386+37.2% |
| Participation rate | 63.2% | 68.0%-4.7pp | 78.4%-15.2pp | 70.7%-7.5pp |
| Annual return | 19.15% | 20.70%-1.5pp | 64.17%-45.0pp | 116.85%-97.7pp |
| Employer contribution / active EE | $1,862 | $1,806+3.1% | $4,412-57.8% | $2,427-23.3% |
| Participant deferral / active EE | $4,419 | $4,081+8.3% | $6,174-28.4% | $4,046+9.2% |
| Admin fee / account holder | $41 | $647-93.6% | $9,807-99.6% | $626-93.4% |