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 | $61,123 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $51,313 |
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 | $47,635 | $36,939+29.0% | $80,716-41.0% | $93,030-48.8% |
| Participation rate | 16.5% | 32.6%-16.0pp | 54.2%-37.6pp | 73.9%-57.4pp |
| Annual return | 15.25% | 17.55%-2.3pp | 87.28%-72.0pp | 158.70%-143.5pp |
| Employer contribution / active EE | $155 | $455-65.9% | $1,160-86.6% | $2,706-94.3% |
| Participant deferral / active EE | $642 | $1,044-38.5% | $2,146-70.1% | $4,562-85.9% |
| Admin fee / account holder | $136 | $162-15.7% | $3,380-96.0% | $152-10.2% |