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 | $4,375 |
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 | $53,132 | $54,390-2.3% | $117,039-54.6% | $69,631-23.7% |
| Participation rate | 46.4% | 58.5%-12.1pp | 77.2%-30.8pp | 70.7%-24.3pp |
| Annual return | 17.75% | 18.33%-0.6pp | 18.95%-1.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $921 | $1,357-32.1% | $3,785-75.7% | $2,032-54.7% |
| Participant deferral / active EE | $1,781 | $2,076-14.2% | $3,929-54.7% | $3,224-44.8% |
| Admin fee / account holder | $10 | $98-89.3% | $5,974-99.8% | $110-90.5% |