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 | $99,226 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,817 | $45,000-27.1% | $143,757-77.2% | $77,904-57.9% |
| Participation rate | 98.4% | 66.8%+31.6pp | 80.3%+18.1pp | 73.7%+24.7pp |
| Annual return | -17.56% | 29.03%-46.6pp | -0.04%-17.5pp | 12.21%-29.8pp |
| Employer contribution / active EE | $48 | $1,870-97.4% | $4,951-99.0% | $2,848-98.3% |
| Participant deferral / active EE | $1,301 | $3,157-58.8% | $5,637-76.9% | $4,806-72.9% |
| Admin fee / account holder | $22 | $98-77.8% | $14,673-99.9% | $133-83.5% |