Filed March 30, 2007 (most recent of 5 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 | $12,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,066 | $61,156-75.4% | $185,823-91.9% | $79,386-81.0% |
| Participation rate | 68.3% | 66.6%+1.7pp | 81.7%-13.4pp | 70.7%-2.4pp |
| Annual return | 14.38% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $975 | $2,789-65.0% | $5,568-82.5% | $4,046-75.9% |
| Admin fee / account holder | $81 | $710-88.6% | $16,237-99.5% | $626-87.1% |