Filed November 6, 1997
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 | $5,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,223 | $46,732+46.0% | $156,549-56.4% | $55,167+23.7% |
| Participation rate | 64.9% | 65.8%-0.9pp | 84.0%-19.1pp | 69.0%-4.1pp |
| Annual return | 8.36% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,474 | $2,105+17.5% | $5,501-55.0% | $1,963+26.1% |
| Participant deferral / active EE | $4,678 | $2,204+112.2% | $4,871-4.0% | $3,054+53.2% |
| Admin fee / account holder | $43 | $418-89.7% | $13,027-99.7% | $504-91.5% |