Filed June 6, 2006
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 | $6,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,896 | $59,186+4.6% | $76,768-19.4% | $56,287+10.0% |
| Participation rate | 48.4% | 75.2%-26.8pp | 77.0%-28.5pp | 69.9%-21.4pp |
| Annual return | 50.13% | 6.62%+43.5pp | 2.43%+47.7pp | -9.96%+60.1pp |
| Employer contribution / active EE | $1,045 | $1,759-40.6% | $2,485-58.0% | $2,111-50.5% |
| Participant deferral / active EE | $2,139 | $3,255-34.3% | $3,852-44.5% | $3,350-36.2% |
| Admin fee / account holder | $61 | $489-87.5% | $6,675-99.1% | $521-88.3% |