Filed July 31, 1998
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 | -$433 |
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 | $58,633 | $46,173+27.0% | $170,442-65.6% | $69,631-15.8% |
| Participation rate | 44.1% | 63.9%-19.8pp | 83.6%-39.5pp | 70.7%-26.6pp |
| Annual return | 17.26% | 21.62%-4.4pp | 205.93%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,118 | $1,610-30.6% | $5,433-79.4% | $2,032-45.0% |
| Participant deferral / active EE | $2,072 | $2,080-0.4% | $4,939-58.1% | $3,224-35.7% |
| Admin fee / account holder | $3 | $116-97.1% | $13,880-100.0% | $110-96.9% |