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 | $2,506 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $19,593 | $58,879-66.7% | $178,490-89.0% | $73,488-73.3% |
| Participation rate | 98.7% | 66.2%+32.4pp | 81.9%+16.7pp | 70.7%+28.0pp |
| Annual return | 3.44% | 24.86%-21.4pp | 151.07%-147.6pp | 28.51%-25.1pp |
| Employer contribution / active EE | $696 | $2,236-68.9% | $5,011-86.1% | $2,270-69.3% |
| Participant deferral / active EE | $1,112 | $2,567-56.7% | $5,202-78.6% | $3,740-70.3% |
| Admin fee / account holder | $18 | $400-95.6% | $13,984-99.9% | $513-96.6% |