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 | $2,994 |
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 | $23,568 | $55,415-57.5% | $155,509-84.8% | $74,495-68.4% |
| Participation rate | 97.8% | 61.9%+35.9pp | 78.2%+19.6pp | 67.2%+30.6pp |
| Annual return | 11.67% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $995 | $2,267-56.1% | $4,672-78.7% | $2,623-62.1% |
| Participant deferral / active EE | $2,235 | $2,836-21.2% | $5,626-60.3% | $4,346-48.6% |
| Admin fee / account holder | $18 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |