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 | $2,176,256 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $458,526 |
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 | $17,366 | $38,510-54.9% | $74,550-76.7% | $73,367-76.3% |
| Participation rate | 37.8% | 53.5%-15.7pp | 69.1%-31.4pp | 69.5%-31.7pp |
| Annual return | -5.10% | -0.94%-4.2pp | 32.53%-37.6pp | 173.45%-178.6pp |
| Employer contribution / active EE | $552 | $774-28.6% | $1,961-71.8% | $2,499-77.9% |
| Participant deferral / active EE | $953 | $1,421-32.9% | $3,108-69.3% | $4,033-76.4% |
| Admin fee / account holder | $24 | $52-54.0% | $5,060-99.5% | $68-65.0% |