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 | $2,096 |
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 | $34,494 | $107,440-67.9% | $105,738-67.4% | $55,725-38.1% |
| Participation rate | 34.1% | 55.5%-21.4pp | 76.3%-42.2pp | 70.9%-36.7pp |
| Annual return | -4.66% | -0.59%-4.1pp | 6.27%-10.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $163 | $1,448-88.7% | $3,268-95.0% | $2,078-92.1% |
| Participant deferral / active EE | $1,028 | $2,171-52.7% | $4,080-74.8% | $3,356-69.4% |
| Admin fee / account holder | $9 | $283-96.8% | $6,913-99.9% | $115-92.2% |