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 | $34,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $56,593 | $43,717+29.5% | $81,478-30.5% | $77,958-27.4% |
| Participation rate | 30.6% | 42.5%-11.9pp | 68.0%-37.4pp | 71.6%-41.1pp |
| Annual return | 18.00% | 23.83%-5.8pp | 38.78%-20.8pp | 20.87%-2.9pp |
| Employer contribution / active EE | $685 | $919-25.4% | $2,568-73.3% | $2,310-70.3% |
| Participant deferral / active EE | $928 | $1,783-48.0% | $3,537-73.8% | $3,537-73.8% |
| Admin fee / account holder | $19 | $108-82.6% | $4,561-99.6% | $97-80.7% |