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 | $55,438 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,434 |
N/A1 year Service code 16 · EIN 47-1411118 | Consulting | $11,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $60,987 | $124,414-51.0% | $115,157-47.0% | $67,579-9.8% |
| Participation rate | 46.6% | 58.1%-11.5pp | 75.9%-29.3pp | 71.3%-24.7pp |
| Annual return | 24.25% | 29.40%-5.2pp | 35.60%-11.4pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,034 | $1,454-28.9% | $3,179-67.5% | $2,148-51.9% |
| Participant deferral / active EE | $1,972 | $2,331-15.4% | $4,168-52.7% | $3,539-44.3% |
| Admin fee / account holder | $285 | $361-21.0% | $7,088-96.0% | $142+100.6% |