Filed June 25, 2007
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 | $7,108 |
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 | $82,456 | $73,404+12.3% | $87,100-5.3% | $67,579+22.0% |
| Participation rate | 59.1% | 80.9%-21.8pp | 76.9%-17.8pp | 71.3%-12.2pp |
| Annual return | 20.11% | 48.29%-28.2pp | 28.19%-8.1pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,814 | $2,014-9.9% | $2,521-28.0% | $2,148-15.5% |
| Participant deferral / active EE | $3,642 | $3,913-6.9% | $4,049-10.0% | $3,539+2.9% |
| Admin fee / account holder | $23 | $142-84.1% | $7,497-99.7% | $142-84.2% |