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 | $197,743 |
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 | $24,523 | $47,456-48.3% | $172,739-85.8% | $77,787-68.5% |
| Participation rate | 93.9% | 66.3%+27.7pp | 82.6%+11.3pp | 73.2%+20.7pp |
| Annual return | 21.41% | 35.57%-14.2pp | 802.84%-781.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $33 | $1,574-97.9% | $5,143-99.4% | $2,504-98.7% |
| Participant deferral / active EE | $782 | $2,560-69.4% | $5,198-84.9% | $3,967-80.3% |
| Admin fee / account holder | $29 | $81-64.5% | $13,954-99.8% | $100-71.3% |