Filed March 1, 2006 (most recent of 2 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 | $830,316 |
MERCER5 years Filed as: MERCER US INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $20,016 |
KBF CPAS LLP1 year Service code 10 · EIN 82-1030164 | Accounting | $15,000 |
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 | $46,974 | $140,910-66.7% | $75,972-38.2% | $106,382-55.8% |
| Participation rate | 64.2% | 64.1%0pp | 69.1%-4.9pp | 69.9%-5.7pp |
| Annual return | 15.72% | 16.51%-0.8pp | 359.55%-343.8pp | 17.37%-1.6pp |
| Employer contribution / active EE | $1,731 | $5,354-67.7% | $2,685-35.5% | $3,364-48.5% |
| Participant deferral / active EE | $3,858 | $5,004-22.9% | $4,255-9.3% | $5,569-30.7% |
| Admin fee / account holder | $57 | $117-51.4% | $6,467-99.1% | $79-28.0% |