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 | $122,850 |
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 | $34,838 | $56,095-37.9% | $178,490-80.5% | $90,288-61.4% |
| Participation rate | 98.8% | 65.6%+33.2pp | 81.9%+16.9pp | 73.4%+25.4pp |
| Annual return | 15.56% | 28.81%-13.3pp | 151.07%-135.5pp | 53.97%-38.4pp |
| Employer contribution / active EE | $39 | $1,572-97.5% | $5,011-99.2% | $2,524-98.4% |
| Participant deferral / active EE | $958 | $2,669-64.1% | $5,202-81.6% | $4,232-77.4% |
| Admin fee / account holder | $23 | $101-76.9% | $13,984-99.8% | $114-79.7% |