Filed January 25, 1999
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 | $1,753,527 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $253,411 |
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 | $18,984 | $39,909-52.4% | $78,778-75.9% | $80,976-76.6% |
| Participation rate | 36.2% | 55.7%-19.5pp | 69.2%-33.0pp | 68.3%-32.1pp |
| Annual return | 21.12% | 23.47%-2.4pp | 35.62%-14.5pp | 22.91%-1.8pp |
| Employer contribution / active EE | $499 | $778-35.8% | $1,986-74.8% | $2,402-79.2% |
| Participant deferral / active EE | $851 | $1,359-37.4% | $2,958-71.2% | $3,848-77.9% |
| Admin fee / account holder | $20 | $50-59.0% | $5,134-99.6% | $67-69.8% |