Filed December 16, 1992
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 | $48,074 |
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $19,069 |
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 | $131,176 | $53,136+146.9% | $155,509-15.6% | $199,593-34.3% |
| Participation rate | 31.6% | 64.1%-32.5pp | 78.2%-46.6pp | 72.0%-40.4pp |
| Annual return | 15.70% | 41.15%-25.5pp | 64.67%-49.0pp | 34.25%-18.6pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,137 | $3,161-0.7% | $5,626-44.2% | $5,087-38.3% |
| Admin fee / account holder | $73 | $185-60.9% | $15,912-99.5% | $269-73.0% |