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 | $4,984 |
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 | $69,057 | $44,221+56.2% | $121,196-43.0% | $56,287+22.7% |
| Participation rate | 60.6% | 61.1%-0.5pp | 71.7%-11.2pp | 69.9%-9.3pp |
| Annual return | 9.37% | -3.58%+13.0pp | 16.93%-7.6pp | -9.96%+19.3pp |
| Employer contribution / active EE | $1,036 | $1,480-30.0% | $4,022-74.2% | $2,111-50.9% |
| Participant deferral / active EE | $2,678 | $2,521+6.2% | $3,344-19.9% | $3,350-20.1% |
| Admin fee / account holder | $59 | $480-87.8% | $5,019-98.8% | $521-88.7% |