Filed December 15, 1992
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 | $4,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,038 | $63,156+3.0% | $122,332-46.8% | $62,292+4.4% |
| Participation rate | 60.0% | 60.0%0pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 14.06% | 20.61%-6.6pp | 30.27%-16.2pp | 28.90%-14.8pp |
| Employer contribution / active EE | $949 | $1,385-31.5% | $4,050-76.6% | $2,042-53.5% |
| Participant deferral / active EE | $2,234 | $2,321-3.7% | $3,287-32.0% | $3,169-29.5% |
| Admin fee / account holder | $58 | $440-86.9% | $5,478-98.9% | $479-88.0% |