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 | $29,878 |
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 | $53,918 | $65,118-17.2% | $76,768-29.8% | $55,725-3.2% |
| Participation rate | 69.7% | 79.6%-9.9pp | 77.0%-7.2pp | 70.9%-1.1pp |
| Annual return | -5.83% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,797 | $1,941-7.4% | $2,485-27.7% | $2,078-13.5% |
| Participant deferral / active EE | $2,231 | $3,688-39.5% | $3,852-42.1% | $3,356-33.5% |
| Admin fee / account holder | $127 | $116+9.5% | $6,675-98.1% | $115+10.1% |