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 | $31,225 |
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 | $86,532 | $76,774+12.7% | $112,228-22.9% | $77,904+11.1% |
| Participation rate | 42.7% | 80.2%-37.4pp | 75.1%-32.3pp | 73.7%-30.9pp |
| Annual return | -6.24% | -10.25%+4.0pp | 27.45%-33.7pp | 12.21%-18.4pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,106 | $3,778-17.8% | $4,728-34.3% | $4,806-35.4% |
| Admin fee / account holder | $44 | $239-81.7% | $6,410-99.3% | $133-67.0% |