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 | $92,669 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,629 | $50,127-20.9% | $149,673-73.5% | $80,160-50.6% |
| Participation rate | 98.0% | 64.3%+33.7pp | 78.8%+19.2pp | 72.9%+25.1pp |
| Annual return | 19.64% | 29.82%-10.2pp | 134.42%-114.8pp | 40.38%-20.7pp |
| Employer contribution / active EE | $58 | $1,865-96.9% | $4,818-98.8% | $2,978-98.1% |
| Participant deferral / active EE | $1,404 | $3,194-56.1% | $5,680-75.3% | $5,017-72.0% |
| Admin fee / account holder | $22 | $153-85.6% | $13,210-99.8% | $145-84.9% |