Filed July 30, 2006 (most recent of 3 filings on file)
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 | $7,606 |
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 | $27,757 | $56,503-50.9% | $70,092-60.4% | $64,808-57.2% |
| Participation rate | 50.1% | 70.5%-20.4pp | 70.5%-20.4pp | 71.5%-21.4pp |
| Annual return | -17.23% | -13.44%-3.8pp | 190.73%-208.0pp | 32.82%-50.1pp |
| Employer contribution / active EE | $4,796 | $2,046+134.4% | $2,559+87.5% | $2,506+91.4% |
| Participant deferral / active EE | $1,475 | $3,389-56.5% | $3,849-61.7% | $4,310-65.8% |
| Admin fee / account holder | $32 | $160-80.2% | $6,267-99.5% | $188-83.1% |