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 | $2,712 |
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.
Annual investment return 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 | $37,036 | $124,414-70.2% | $115,157-67.8% | $67,579-45.2% |
| Participation rate | 35.4% | 58.1%-22.6pp | 75.9%-40.5pp | 71.3%-35.8pp |
| Annual return | 16.89% | 29.40%-12.5pp | 35.60%-18.7pp | 378.56%-361.7pp |
| Employer contribution / active EE | $194 | $1,454-86.6% | $3,179-93.9% | $2,148-91.0% |
| Participant deferral / active EE | $1,100 | $2,331-52.8% | $4,168-73.6% | $3,539-68.9% |
| Admin fee / account holder | $11 | $361-97.1% | $7,088-99.9% | $142-92.6% |