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 | $44,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,195 | $98,727+24.8% | $113,168+8.9% | $85,563+44.0% |
| Participation rate | 58.4% | 80.8%-22.4pp | 76.6%-18.2pp | 66.0%-7.6pp |
| Annual return | 15.96% | 17.43%-1.5pp | 24.27%-8.3pp | 31.51%-15.6pp |
| Employer contribution / active EE | $2,324 | $2,907-20.0% | $2,975-21.9% | $2,654-12.4% |
| Participant deferral / active EE | $4,929 | $5,424-9.1% | $5,107-3.5% | $4,375+12.7% |
| Admin fee / account holder | $78 | $357-78.0% | $12,068-99.4% | $834-90.6% |