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 | $20,884 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,658 | $88,770+15.6% | $109,143-5.9% | $93,030+10.3% |
| Participation rate | 41.6% | 81.5%-39.9pp | 75.9%-34.3pp | 73.9%-32.3pp |
| Annual return | 26.33% | 60.64%-34.3pp | 25.75%+0.6pp | 158.70%-132.4pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,722-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,947 | $3,630-18.8% | $4,653-36.7% | $4,562-35.4% |
| Admin fee / account holder | $29 | $172-82.9% | $6,752-99.6% | $152-80.5% |