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 | $46,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,449 | $42,419-37.6% | $104,294-74.6% | $77,904-66.0% |
| Participation rate | 45.8% | 51.6%-5.8pp | 73.3%-27.5pp | 73.7%-27.9pp |
| Annual return | -13.76% | -11.16%-2.6pp | 24.61%-38.4pp | 12.21%-26.0pp |
| Employer contribution / active EE | $297 | $1,105-73.2% | $3,372-91.2% | $2,848-89.6% |
| Participant deferral / active EE | $1,160 | $1,992-41.7% | $4,625-74.9% | $4,806-75.9% |
| Admin fee / account holder | $89 | $117-23.9% | $7,339-98.8% | $133-32.7% |