Filed May 16, 2000 (most recent of 2 filings on file)
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 | $34,749 |
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 | $49,647 | $30,979+60.3% | $67,711-26.7% | $59,188-16.1% |
| Participation rate | 28.3% | 40.5%-12.2pp | 67.5%-39.2pp | 69.4%-41.1pp |
| Annual return | -0.04% | -1.74%+1.7pp | 25.41%-25.5pp | 5.51%-5.6pp |
| Employer contribution / active EE | $528 | $807-34.6% | $2,559-79.4% | $2,098-74.8% |
| Participant deferral / active EE | $904 | $1,603-43.6% | $3,585-74.8% | $3,265-72.3% |
| Admin fee / account holder | $21 | $81-74.6% | $4,255-99.5% | $92-77.7% |