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 | $11,716 |
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 | $47,516 | $63,905-25.6% | $74,183-35.9% | $57,658-17.6% |
| Participation rate | 62.1% | 79.8%-17.6pp | 76.6%-14.5pp | 70.2%-8.1pp |
| Annual return | 6.68% | 60.60%-53.9pp | 17.74%-11.1pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,613 | $1,840-12.3% | $2,370-31.9% | $1,974-18.3% |
| Participant deferral / active EE | $1,693 | $3,448-50.9% | $3,550-52.3% | $3,061-44.7% |
| Admin fee / account holder | $61 | $91-33.5% | $5,586-98.9% | $95-35.9% |