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 | $15,035 |
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 | $103,794 | $88,480+17.3% | $96,683+7.4% | $80,160+29.5% |
| Participation rate | 36.8% | 79.9%-43.1pp | 74.3%-37.5pp | 72.9%-36.1pp |
| Annual return | 44.06% | 22.53%+21.5pp | 35.69%+8.4pp | 40.38%+3.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,737-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,018 | $3,959-23.8% | $4,878-38.1% | $5,017-39.9% |
| Admin fee / account holder | $21 | $212-90.3% | $6,730-99.7% | $145-85.8% |