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 | $29,943 |
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 | $53,495 | $34,242+56.2% | $76,523-30.1% | $75,289-28.9% |
| Participation rate | 29.7% | 43.9%-14.2pp | 68.0%-38.3pp | 72.4%-42.7pp |
| Annual return | -4.56% | -0.98%-3.6pp | -0.27%-4.3pp | -0.04%-4.5pp |
| Employer contribution / active EE | $626 | $975-35.8% | $2,647-76.4% | $2,405-74.0% |
| Participant deferral / active EE | $956 | $1,872-48.9% | $3,835-75.1% | $3,739-74.4% |
| Admin fee / account holder | $17 | $112-85.1% | $4,848-99.7% | $102-83.7% |