Filed September 2, 1998 (most recent of 2 filings on file)
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 | $1,500 |
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 | $17,392 | $37,213-53.3% | $156,549-88.9% | $63,975-72.8% |
| Participation rate | 43.7% | 65.0%-21.3pp | 84.0%-40.3pp | 71.1%-27.4pp |
| Annual return | 7.38% | 47.89%-40.5pp | 32.23%-24.8pp | 48.65%-41.3pp |
| Employer contribution / active EE | $166 | $1,357-87.8% | $5,501-97.0% | $2,182-92.4% |
| Participant deferral / active EE | $74 | $2,070-96.4% | $4,871-98.5% | $3,356-97.8% |
| Admin fee / account holder | $3 | $56-95.4% | $13,027-100.0% | $70-96.3% |