Filed May 15, 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 | $25,055 |
Service code 27 · EIN 34-1803756 | Advisory (Plan) | $21,009 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,563 | $65,435-50.2% | $86,677-62.4% | $66,914-51.3% |
| Participation rate | 86.1% | 75.5%+10.7pp | 76.6%+9.6pp | 69.8%+16.3pp |
| Annual return | -9.72% | -10.89%+1.2pp | 35.91%-45.6pp | 1.58%-11.3pp |
| Employer contribution / active EE | $1,271 | $2,153-41.0% | $2,836-55.2% | $2,544-50.1% |
| Participant deferral / active EE | $2,642 | $4,100-35.6% | $4,656-43.3% | $4,237-37.6% |
| Admin fee / account holder | $322 | $642-49.8% | $7,493-95.7% | $593-45.7% |