Filed June 11, 1992
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 | $2,031 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $161,917 | $70,908+128.3% | $98,907+63.7% | $73,488+120.3% |
| Participation rate | 67.6% | 73.8%-6.2pp | 76.0%-8.4pp | 70.7%-3.1pp |
| Annual return | 22.44% | 34.17%-11.7pp | 196.43%-174.0pp | 28.51%-6.1pp |
| Employer contribution / active EE | $2,424 | $2,036+19.1% | $2,689-9.8% | $2,270+6.8% |
| Participant deferral / active EE | $4,388 | $3,500+25.4% | $4,244+3.4% | $3,740+17.3% |
| Admin fee / account holder | $16 | $535-97.1% | $6,642-99.8% | $513-96.9% |