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 | $22,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,375 | $46,173+67.6% | $170,442-54.6% | $69,631+11.1% |
| Participation rate | 61.8% | 63.9%-2.1pp | 83.6%-21.8pp | 70.7%-8.9pp |
| Annual return | 17.97% | 21.62%-3.6pp | 205.93%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,444 | $1,610+51.8% | $5,433-55.0% | $2,032+20.3% |
| Participant deferral / active EE | $4,852 | $2,080+133.2% | $4,939-1.8% | $3,224+50.5% |
| Admin fee / account holder | $110 | $116-5.4% | $13,880-99.2% | $110-0.7% |