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 | $4,154 |
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 | $22,586 | $61,156-63.1% | $185,823-87.8% | $79,386-71.5% |
| Participation rate | 94.5% | 66.6%+27.9pp | 81.7%+12.8pp | 70.7%+23.8pp |
| Annual return | 16.04% | 19.45%-3.4pp | 122.05%-106.0pp | 116.85%-100.8pp |
| Employer contribution / active EE | $786 | $2,321-66.1% | $5,167-84.8% | $2,427-67.6% |
| Participant deferral / active EE | $1,461 | $2,789-47.6% | $5,568-73.8% | $4,046-63.9% |
| Admin fee / account holder | $26 | $710-96.3% | $16,237-99.8% | $626-95.8% |