Filed December 23, 1992
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 6-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 | $6,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,721 | $60,165-29.0% | $74,183-42.4% | $55,167-22.6% |
| Participation rate | 50.9% | 74.2%-23.3pp | 76.6%-25.8pp | 69.0%-18.1pp |
| Annual return | 7.39% | 10.00%-2.6pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $750 | $1,600-53.1% | $2,370-68.4% | $1,963-61.8% |
| Participant deferral / active EE | $1,041 | $2,973-65.0% | $3,550-70.7% | $3,054-65.9% |
| Admin fee / account holder | $69 | $419-83.4% | $5,586-98.8% | $504-86.2% |