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 | $894 |
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 | $12,993 | $84,233-84.6% | $170,442-92.4% | $70,131-81.5% |
| Participation rate | 96.4% | 70.8%+25.5pp | 83.6%+12.8pp | 69.5%+26.8pp |
| Annual return | 8.52% | 23.06%-14.5pp | 205.93%-197.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $944 | $3,387-72.1% | $5,433-82.6% | $2,342-59.7% |
| Participant deferral / active EE | $1,319 | $3,086-57.3% | $4,939-73.3% | $3,332-60.4% |
| Admin fee / account holder | $19 | $5,698-99.7% | $13,880-99.9% | $4,645-99.6% |