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 | $43,730 |
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 | $111,177 | $88,890+25.1% | $102,423+8.5% | $77,643+43.2% |
| Participation rate | 57.4% | 80.9%-23.6pp | 76.5%-19.1pp | 70.6%-13.2pp |
| Annual return | 16.32% | 24.98%-8.7pp | 29.32%-13.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,110 | $2,698-21.8% | $3,023-30.2% | $2,726-22.6% |
| Participant deferral / active EE | $4,396 | $5,145-14.6% | $5,053-13.0% | $4,647-5.4% |
| Admin fee / account holder | $85 | $235-63.9% | $9,451-99.1% | $430-80.2% |