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 | $13,007 |
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 | $87,723 | $81,719+7.3% | $101,248-13.4% | $90,288-2.8% |
| Participation rate | 41.6% | 80.7%-39.2pp | 75.8%-34.2pp | 73.4%-31.8pp |
| Annual return | 32.11% | 337.64%-305.5pp | 46.47%-14.4pp | 53.97%-21.9pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $3,660-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,586 | $3,310-21.8% | $4,370-40.8% | $4,232-38.9% |
| Admin fee / account holder | $19 | $162-88.6% | $5,945-99.7% | $114-83.8% |