Filed August 5, 2006
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 | $79,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,792 | $44,626+22.8% | $86,188-36.4% | $80,160-31.6% |
| Participation rate | 28.6% | 63.5%-35.0pp | 69.0%-40.4pp | 72.9%-44.4pp |
| Annual return | 19.46% | 19.61%-0.1pp | 1168.45%-1149.0pp | 40.38%-20.9pp |
| Employer contribution / active EE | $1,070 | $1,099-2.7% | $2,380-55.1% | $2,978-64.1% |
| Participant deferral / active EE | $2,035 | $2,769-26.5% | $3,985-48.9% | $5,017-59.4% |
| Admin fee / account holder | $100 | $133-24.6% | $6,852-98.5% | $145-30.7% |