Filed March 30, 1999
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 | $3,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,535 | $54,390-32.8% | $117,039-68.8% | $69,631-47.5% |
| Participation rate | 31.6% | 58.5%-26.9pp | 77.2%-45.6pp | 70.7%-39.1pp |
| Annual return | 14.43% | 18.33%-3.9pp | 18.95%-4.5pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $134 | $1,357-90.2% | $3,785-96.5% | $2,032-93.4% |
| Participant deferral / active EE | $943 | $2,076-54.6% | $3,929-76.0% | $3,224-70.8% |
| Admin fee / account holder | $11 | $98-88.8% | $5,974-99.8% | $110-90.1% |