Filed April 30, 1993
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 | -$13,805 |
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 | $95,781 | $88,730+7.9% | $82,313+16.4% | $77,958+22.9% |
| Participation rate | 0.0% | 84.5%-84.5pp | 76.9%-76.9pp | 71.6%-71.6pp |
| Annual return | 19.88% | 20.88%-1.0pp | 25.88%-6.0pp | 20.87%-1.0pp |
| Employer contribution / active EE | $3,309 | $2,758+20.0% | $2,428+36.3% | $2,310+43.2% |
| Participant deferral / active EE | $5,228 | $4,634+12.8% | $3,706+41.1% | $3,537+47.8% |
| Admin fee / account holder | -$6 | $74-108.1% | $5,608-100.1% | $97-106.1% |