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 | $18,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,957 | $34,495+15.8% | $78,689-49.2% | $63,975-37.5% |
| Participation rate | 67.0% | 60.8%+6.2pp | 73.6%-6.5pp | 71.1%-4.1pp |
| Annual return | 6.12% | 11.62%-5.5pp | 62.18%-56.1pp | 48.65%-42.5pp |
| Employer contribution / active EE | $826 | $1,398-40.9% | $2,851-71.0% | $2,182-62.2% |
| Participant deferral / active EE | $2,152 | $2,100+2.4% | $3,517-38.8% | $3,356-35.9% |
| Admin fee / account holder | $9 | $68-87.1% | $4,510-99.8% | $70-87.6% |