Filed May 30, 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 | $4,195 |
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 | $56,263 | $45,324+24.1% | $122,332-54.0% | $69,631-19.2% |
| Participation rate | 46.5% | 59.9%-13.4pp | 71.6%-25.1pp | 70.7%-24.1pp |
| Annual return | 16.79% | 25.35%-8.6pp | 30.27%-13.5pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,769 | $1,230+43.9% | $4,050-56.3% | $2,032-12.9% |
| Participant deferral / active EE | $3,962 | $2,367+67.4% | $3,287+20.5% | $3,224+22.9% |
| Admin fee / account holder | $17 | $87-80.2% | $5,478-99.7% | $110-84.4% |