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 | $2,269 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,061 | $72,607+76.4% | $90,749+41.1% | $66,914+91.4% |
| Participation rate | 61.5% | 73.7%-12.1pp | 75.7%-14.2pp | 69.8%-8.3pp |
| Annual return | -19.52% | -12.28%-7.2pp | -12.16%-7.4pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,124 | $2,369-10.3% | $2,921-27.3% | $2,544-16.5% |
| Participant deferral / active EE | $3,908 | $3,977-1.7% | $4,564-14.4% | $4,237-7.8% |
| Admin fee / account holder | $18 | $707-97.5% | $8,445-99.8% | $593-97.0% |