Filed September 5, 1997
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 | -$367,021 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,126 | $130,141-33.1% | $86,677+0.5% | $77,904+11.8% |
| Participation rate | 99.4% | 85.9%+13.5pp | 76.6%+22.8pp | 73.7%+25.7pp |
| Annual return | -15.48% | -12.75%-2.7pp | 35.91%-51.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $4,619 | $3,220+43.4% | $2,836+62.9% | $2,848+62.2% |
| Participant deferral / active EE | $5,379 | $5,757-6.6% | $4,656+15.5% | $4,806+11.9% |
| Admin fee / account holder | -$53 | $132-140.5% | $7,493-100.7% | $133-140.2% |