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 | $414,292 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,286 | $82,204-74.1% | $90,281-76.4% | $82,204-74.1% |
| Participation rate | 93.4% | 73.4%+20.0pp | 73.3%+20.1pp | 73.4%+20.0pp |
| Annual return | 25.35% | 26.31%-1.0pp | 78.10%-52.7pp | 26.31%-1.0pp |
| Employer contribution / active EE | $2,887 | $2,707+6.7% | $2,854+1.2% | $2,707+6.7% |
| Participant deferral / active EE | $3,598 | $4,246-15.3% | $3,885-7.4% | $4,246-15.3% |
| Admin fee / account holder | $60 | $76-20.5% | $5,351-98.9% | $76-20.5% |