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 5-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 | $8,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $48,111 | $72,770-33.9% | $67,652-28.9% | $55,191-12.8% |
| Participation rate | 65.0% | 78.8%-13.7pp | 75.7%-10.6pp | 69.2%-4.1pp |
| Annual return | -1.27% | -3.26%+2.0pp | 6625.04%-6626.3pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,619 | $1,769-8.5% | $2,266-28.5% | $1,899-14.7% |
| Participant deferral / active EE | $1,699 | $3,408-50.2% | $3,560-52.3% | $3,046-44.2% |
| Admin fee / account holder | $47 | $79-40.3% | $4,821-99.0% | $91-48.2% |