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 | $14,195 |
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 | $59,490 | $60,396-1.5% | $83,848-29.1% | $75,289-21.0% |
| Participation rate | 32.9% | 80.7%-47.9pp | 76.1%-43.3pp | 72.4%-39.6pp |
| Annual return | 8.55% | 3.84%+4.7pp | 850.88%-842.3pp | -0.04%+8.6pp |
| Employer contribution / active EE | $0 | $3,343-100.0% | $3,631-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,935 | $2,922-33.8% | $4,082-52.6% | $3,739-48.3% |
| Admin fee / account holder | $27 | $141-81.0% | $5,478-99.5% | $102-73.8% |