Filed December 21, 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 | $258,373 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $51,419 | $123,077-58.2% | $116,228-55.8% | $102,872-50.0% |
| Participation rate | 96.4% | 87.0%+9.4pp | 74.6%+21.8pp | 73.0%+23.4pp |
| Annual return | 16.66% | 15.84%+0.8pp | 90.06%-73.4pp | 19.06%-2.4pp |
| Employer contribution / active EE | $4,593 | $4,380+4.8% | $2,994+53.4% | $3,526+30.2% |
| Participant deferral / active EE | $5,407 | $6,746-19.8% | $4,953+9.2% | $5,535-2.3% |
| Admin fee / account holder | $99 | $115-14.0% | $11,989-99.2% | $292-66.0% |