Filed November 26, 1997 (most recent of 3 filings on file)
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 | $276,932 |
Employer contribution per participant 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 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 | $21,835 | $44,989-51.5% | $170,442-87.2% | $77,958-72.0% |
| Participation rate | 99.6% | 64.6%+35.0pp | 83.6%+16.0pp | 71.6%+28.0pp |
| Annual return | 15.83% | 19.61%-3.8pp | 205.93%-190.1pp | 20.87%-5.0pp |
| Employer contribution / active EE | $29 | $1,466-98.0% | $5,433-99.5% | $2,310-98.7% |
| Participant deferral / active EE | $661 | $2,208-70.1% | $4,939-86.6% | $3,537-81.3% |
| Admin fee / account holder | $37 | $69-46.5% | $13,880-99.7% | $97-62.1% |