Filed April 23, 2008
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 | $838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,064 | $38,595+37.5% | $80,004-33.7% | $52,331+1.4% |
| Participation rate | 46.7% | 64.5%-17.8pp | 73.0%-26.3pp | 68.1%-21.4pp |
| Annual return | -0.46% | 2.04%-2.5pp | 7.63%-8.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,198 | $1,133+5.7% | $2,473-51.6% | $1,882-36.3% |
| Participant deferral / active EE | $2,121 | $2,318-8.5% | $3,204-33.8% | $3,022-29.8% |
| Admin fee / account holder | $12 | $304-96.2% | $5,033-99.8% | $592-98.0% |