Filed December 4, 2008 (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 | $2,484 |
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 | $56,488 | $50,199+12.5% | $70,092-19.4% | $66,914-15.6% |
| Participation rate | 45.7% | 66.3%-20.7pp | 70.5%-24.8pp | 69.8%-24.1pp |
| Annual return | -17.92% | -13.85%-4.1pp | 190.73%-208.7pp | 1.58%-19.5pp |
| Employer contribution / active EE | $485 | $1,864-74.0% | $2,559-81.0% | $2,544-80.9% |
| Participant deferral / active EE | $2,007 | $3,112-35.5% | $3,849-47.8% | $4,237-52.6% |
| Admin fee / account holder | $59 | $600-90.1% | $6,267-99.1% | $593-90.0% |