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 | $5,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,478 | $79,519+26.4% | $95,952+4.7% | $73,409+36.9% |
| Participation rate | 60.6% | 81.2%-20.6pp | 77.1%-16.5pp | 72.2%-11.6pp |
| Annual return | 21.81% | 19.20%+2.6pp | 91.61%-69.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $1,162 | $2,048-43.2% | $2,541-54.3% | $2,234-48.0% |
| Participant deferral / active EE | $4,160 | $4,138+0.5% | $4,167-0.2% | $3,805+9.3% |
| Admin fee / account holder | $23 | $184-87.5% | $6,795-99.7% | $158-85.5% |