Filed April 3, 2003
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 | $34,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,297 | $22,714+134.6% | $59,496-10.4% | $55,191-3.4% |
| Participation rate | 50.3% | 37.5%+12.9pp | 54.6%-4.2pp | 69.2%-18.8pp |
| Annual return | -0.55% | -44.01%+43.5pp | 182.05%-182.6pp | 10.78%-11.3pp |
| Employer contribution / active EE | $2,673 | $418+539.7% | $1,153+131.8% | $1,899+40.8% |
| Participant deferral / active EE | $4,859 | $843+476.2% | $1,829+165.6% | $3,046+59.5% |
| Admin fee / account holder | $26 | $83-68.7% | $2,232-98.8% | $91-71.3% |