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 | $7,756 |
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).
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 | $45,404 | $41,256+10.1% | $86,590-47.6% | $77,958-41.8% |
| Participation rate | 68.0% | 63.0%+5.0pp | 73.5%-5.6pp | 71.6%-3.7pp |
| Annual return | 19.36% | 17.67%+1.7pp | 964.84%-945.5pp | 20.87%-1.5pp |
| Employer contribution / active EE | $799 | $1,613-50.5% | $2,839-71.9% | $2,310-65.4% |
| Participant deferral / active EE | $2,131 | $2,332-8.6% | $3,609-40.9% | $3,537-39.7% |
| Admin fee / account holder | $3 | $71-95.2% | $4,906-99.9% | $97-96.5% |