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 | $2,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,930 | $41,774-4.4% | $118,925-66.4% | $90,288-55.8% |
| Participation rate | 34.9% | 55.0%-20.1pp | 75.4%-40.5pp | 73.4%-38.5pp |
| Annual return | 12.14% | 16.64%-4.5pp | 35.88%-23.7pp | 53.97%-41.8pp |
| Employer contribution / active EE | $227 | $986-77.0% | $3,263-93.0% | $2,524-91.0% |
| Participant deferral / active EE | $1,043 | $1,683-38.1% | $4,265-75.6% | $4,232-75.4% |
| Admin fee / account holder | $11 | $85-86.8% | $6,581-99.8% | $114-90.2% |