Filed January 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 | $49,321 |
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 | $56,403 | $61,473-8.2% | $81,930-31.2% | $73,409-23.2% |
| Participation rate | 51.5% | 72.4%-20.9pp | 72.0%-20.5pp | 72.2%-20.7pp |
| Annual return | 16.03% | 28.26%-12.2pp | 29.49%-13.5pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,371 | $1,898-27.8% | $4,310-68.2% | $2,234-38.6% |
| Participant deferral / active EE | $1,692 | $3,080-45.1% | $7,107-76.2% | $3,805-55.5% |
| Admin fee / account holder | $95 | $125-24.3% | $5,158-98.2% | $158-39.8% |