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 | $67,439 |
HAYS FINANCIAL GROUP1 year Service code 27 · EIN 41-1931920 | Advisory (Plan) | $38,450 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,952 | $58,101+23.8% | $118,925-39.5% | $73,409-2.0% |
| Participation rate | 45.6% | 56.1%-10.5pp | 75.4%-29.8pp | 72.2%-26.6pp |
| Annual return | 21.24% | 20.56%+0.7pp | 35.88%-14.6pp | 59.29%-38.1pp |
| Employer contribution / active EE | $1,095 | $1,445-24.2% | $3,263-66.4% | $2,234-51.0% |
| Participant deferral / active EE | $2,086 | $2,400-13.1% | $4,265-51.1% | $3,805-45.2% |
| Admin fee / account holder | $305 | $138+121.2% | $6,581-95.4% | $158+93.4% |