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 | $48,920 |
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $17,996 |
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 | $126,119 | $50,127+151.6% | $149,673-15.7% | $80,160+57.3% |
| Participation rate | 27.4% | 64.3%-36.9pp | 78.8%-51.3pp | 72.9%-45.5pp |
| Annual return | 20.27% | 29.82%-9.5pp | 134.42%-114.1pp | 40.38%-20.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,789 | $3,194-12.7% | $5,680-50.9% | $5,017-44.4% |
| Admin fee / account holder | $76 | $153-50.0% | $13,210-99.4% | $145-47.3% |