Filed October 23, 2009
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 | $42,094 |
Filed as: WEALTH ENHANCEMENT GROUP Service code 27 · EIN 41-2016508 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,961 | $104,919-12.4% | $116,228-20.9% | $85,563+7.5% |
| Participation rate | 33.7% | 78.6%-44.9pp | 74.6%-40.8pp | 66.0%-32.3pp |
| Annual return | 21.10% | 15.38%+5.7pp | 90.06%-69.0pp | 31.51%-10.4pp |
| Employer contribution / active EE | $983 | $3,485-71.8% | $2,994-67.2% | $2,654-63.0% |
| Participant deferral / active EE | $2,138 | $5,306-59.7% | $4,953-56.8% | $4,375-51.1% |
| Admin fee / account holder | $247 | $429-42.3% | $11,989-97.9% | $834-70.3% |