Filed June 15, 2005 (most recent of 2 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 | $713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,912 | $63,299+75.2% | $91,001+21.9% | $62,292+78.1% |
| Participation rate | 49.7% | 73.3%-23.6pp | 75.6%-25.9pp | 69.5%-19.8pp |
| Annual return | 17.13% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $739 | $1,807-59.1% | $2,456-69.9% | $2,042-63.8% |
| Participant deferral / active EE | $2,615 | $2,943-11.1% | $3,547-26.3% | $3,169-17.5% |
| Admin fee / account holder | $7 | $468-98.5% | $5,417-99.9% | $479-98.6% |