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 | $2,069 |
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 | $20,973 | $65,061-67.8% | $143,757-85.4% | $66,914-68.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -9.59% | -11.14%+1.5pp | -0.04%-9.5pp | 1.58%-11.2pp |
| Employer contribution / active EE | $916 | $2,361-61.2% | $4,951-81.5% | $2,544-64.0% |
| Participant deferral / active EE | $1,928 | $2,919-33.9% | $5,637-65.8% | $4,237-54.5% |
| Admin fee / account holder | $14 | $502-97.3% | $14,673-99.9% | $593-97.7% |