Filed November 19, 2008 (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 | -$32,261 |
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 | $89,955 | $37,039+142.9% | $147,614-39.1% | $59,188+52.0% |
| Participation rate | 35.9% | 63.8%-27.9pp | 84.6%-48.7pp | 69.4%-33.5pp |
| Annual return | 0.36% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,159 | $1,353-14.3% | $5,564-79.2% | $2,098-44.7% |
| Participant deferral / active EE | $5,041 | $2,094+140.8% | $4,895+3.0% | $3,265+54.4% |
| Admin fee / account holder | $43 | $60-28.0% | $11,611-99.6% | $92-53.0% |