Filed April 28, 2000
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 | $4,625 |
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 | $44,519 | $46,761-4.8% | $106,619-58.2% | $57,658-22.8% |
| Participation rate | 49.2% | 56.9%-7.7pp | 78.0%-28.8pp | 70.2%-21.0pp |
| Annual return | 6.37% | 15.77%-9.4pp | 9.42%-3.0pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,006 | $1,274-21.0% | $3,947-74.5% | $1,974-49.0% |
| Participant deferral / active EE | $1,852 | $1,954-5.2% | $3,930-52.9% | $3,061-39.5% |
| Admin fee / account holder | $15 | $97-84.8% | $6,418-99.8% | $95-84.5% |