Filed November 3, 1998
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 | $3,252 |
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.
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 | $63,301 | $62,267+1.7% | $110,238-42.6% | $55,725+13.6% |
| Participation rate | 27.1% | 78.1%-51.0pp | 79.8%-52.7pp | 70.9%-43.8pp |
| Annual return | -60.31% | -1.07%-59.2pp | 314.74%-375.0pp | 244.93%-305.2pp |
| Employer contribution / active EE | $1,637 | $1,941-15.7% | $3,826-57.2% | $2,078-21.2% |
| Participant deferral / active EE | $3,338 | $3,516-5.1% | $4,672-28.6% | $3,356-0.5% |
| Admin fee / account holder | $73 | $121-39.5% | $8,547-99.1% | $115-36.5% |