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 | $45,294 |
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 | $26,077 | $50,287-48.1% | $112,229-76.8% | $80,160-67.5% |
| Participation rate | 51.5% | 52.9%-1.4pp | 72.4%-20.9pp | 72.9%-21.4pp |
| Annual return | 15.07% | 19.72%-4.6pp | 30.20%-15.1pp | 40.38%-25.3pp |
| Employer contribution / active EE | $305 | $1,211-74.8% | $3,430-91.1% | $2,978-89.8% |
| Participant deferral / active EE | $1,296 | $2,265-42.8% | $4,798-73.0% | $5,017-74.2% |
| Admin fee / account holder | $73 | $116-37.4% | $7,748-99.1% | $145-49.9% |