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 | $2,194 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,849 | $61,272-59.4% | $149,673-83.4% | $71,457-65.2% |
| Participation rate | 95.9% | 62.5%+33.4pp | 78.8%+17.1pp | 67.9%+28.0pp |
| Annual return | 11.12% | 35.85%-24.7pp | 134.42%-123.3pp | 28.85%-17.7pp |
| Employer contribution / active EE | $890 | $2,378-62.6% | $4,818-81.5% | $2,588-65.6% |
| Participant deferral / active EE | $2,129 | $2,917-27.0% | $5,680-62.5% | $4,289-50.3% |
| Admin fee / account holder | $15 | $1,261-98.8% | $13,210-99.9% | $1,587-99.1% |