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 | $88,339 |
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 | $60,954 | $48,698+25.2% | $93,606-34.9% | $199,593-69.5% |
| Participation rate | 26.2% | 63.5%-37.3pp | 68.7%-42.5pp | 72.0%-45.8pp |
| Annual return | 17.26% | 15.34%+1.9pp | 133.20%-115.9pp | 34.25%-17.0pp |
| Employer contribution / active EE | $1,013 | $1,135-10.8% | $2,420-58.1% | $3,034-66.6% |
| Participant deferral / active EE | $1,909 | $2,817-32.2% | $4,411-56.7% | $5,087-62.5% |
| Admin fee / account holder | $105 | $195-46.1% | $8,285-98.7% | $269-60.9% |