Filed December 30, 1997
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 | $944 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,321 | $77,634-88.0% | $156,549-94.0% | $62,891-85.2% |
| Participation rate | 93.1% | 71.2%+21.9pp | 84.0%+9.1pp | 69.3%+23.8pp |
| Annual return | -1.28% | 50.32%-51.6pp | 32.23%-33.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $907 | $3,444-73.7% | $5,501-83.5% | $2,281-60.3% |
| Participant deferral / active EE | $1,261 | $3,045-58.6% | $4,871-74.1% | $3,203-60.6% |
| Admin fee / account holder | $14 | $5,561-99.8% | $13,027-99.9% | $4,296-99.7% |