Filed April 26, 2006 (most recent of 4 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 | $47,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,230 | $34,220+14.6% | $73,843-46.9% | $59,188-33.7% |
| Participation rate | 66.1% | 59.1%+7.0pp | 73.4%-7.4pp | 69.4%-3.4pp |
| Annual return | 0.63% | 3.36%-2.7pp | 2267.84%-2267.2pp | 5.51%-4.9pp |
| Employer contribution / active EE | $803 | $1,480-45.7% | $2,787-71.2% | $2,098-61.7% |
| Participant deferral / active EE | $2,130 | $2,035+4.7% | $3,583-40.6% | $3,265-34.8% |
| Admin fee / account holder | $23 | $64-64.7% | $4,880-99.5% | $92-75.5% |