Filed November 29, 2005
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 | $42,650 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $41,965 |
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 | $39,236 | $29,516+32.9% | $77,482-49.4% | $90,288-56.5% |
| Participation rate | 15.9% | 33.7%-17.7pp | 54.2%-38.3pp | 73.4%-57.4pp |
| Annual return | 15.20% | 231.18%-216.0pp | 54.79%-39.6pp | 53.97%-38.8pp |
| Employer contribution / active EE | $123 | $381-67.6% | $986-87.5% | $2,524-95.1% |
| Participant deferral / active EE | $483 | $944-48.8% | $1,861-74.0% | $4,232-88.6% |
| Admin fee / account holder | $100 | $106-5.1% | $2,858-96.5% | $114-11.9% |