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 | $3,206 |
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.
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 | $22,359 | $52,953-57.8% | $172,739-87.1% | $65,185-65.7% |
| Participation rate | 96.9% | 66.2%+30.7pp | 82.6%+14.2pp | 70.2%+26.7pp |
| Annual return | 4.76% | 30.12%-25.4pp | 802.84%-798.1pp | 29.38%-24.6pp |
| Employer contribution / active EE | $591 | $2,190-73.0% | $5,143-88.5% | $2,177-72.9% |
| Participant deferral / active EE | $881 | $2,471-64.4% | $5,198-83.1% | $3,514-74.9% |
| Admin fee / account holder | $21 | $472-95.6% | $13,954-99.9% | $847-97.5% |