Filed February 21, 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 | $12,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,735 | $55,516+4.0% | $75,781-23.8% | $59,188-2.5% |
| Participation rate | 27.5% | 73.6%-46.1pp | 75.8%-48.3pp | 69.4%-41.9pp |
| Annual return | 14.68% | -1.89%+16.6pp | 9.68%+5.0pp | 5.51%+9.2pp |
| Employer contribution / active EE | $0 | $2,604-100.0% | $3,323-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,562 | $2,599-39.9% | $3,651-57.2% | $3,265-52.2% |
| Admin fee / account holder | $32 | $110-71.0% | $5,299-99.4% | $92-65.4% |