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 |
|---|---|---|
HAYS FINANCIAL GROUP1 year Filed as: HAYS COMPANIES Service code 15 · EIN 47-1411118 | Recordkeeping | $10,476 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,169 |
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 | $51,326 | $107,440-52.2% | $105,738-51.5% | $55,725-7.9% |
| Participation rate | 41.7% | 55.5%-13.8pp | 76.3%-34.6pp | 70.9%-29.1pp |
| Annual return | -3.95% | -0.59%-3.4pp | 6.27%-10.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $945 | $1,448-34.7% | $3,268-71.1% | $2,078-54.5% |
| Participant deferral / active EE | $1,809 | $2,171-16.7% | $4,080-55.7% | $3,356-46.1% |
| Admin fee / account holder | $36 | $283-87.2% | $6,913-99.5% | $115-68.6% |