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 | $62,707 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $52,232 |
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 | $38,575 | $26,906+43.4% | $61,373-37.1% | $77,904-50.5% |
| Participation rate | 16.4% | 33.4%-17.0pp | 52.6%-36.1pp | 73.7%-57.2pp |
| Annual return | -17.19% | -14.46%-2.7pp | 338.61%-355.8pp | 12.21%-29.4pp |
| Employer contribution / active EE | $149 | $521-71.3% | $1,159-87.1% | $2,848-94.8% |
| Participant deferral / active EE | $636 | $1,180-46.1% | $2,125-70.1% | $4,806-86.8% |
| Admin fee / account holder | $137 | $117+17.1% | $2,130-93.6% | $133+3.4% |