Filed March 29, 2006 (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 | $110,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $32,663 | $78,852-58.6% | $76,768-57.5% | $75,289-56.6% |
| Participation rate | 54.2% | 85.0%-30.8pp | 77.0%-22.7pp | 72.4%-18.2pp |
| Annual return | 9.09% | -1.29%+10.4pp | 2.43%+6.7pp | -0.04%+9.1pp |
| Employer contribution / active EE | $1,316 | $2,794-52.9% | $2,485-47.1% | $2,405-45.3% |
| Participant deferral / active EE | $1,686 | $4,800-64.9% | $3,852-56.2% | $3,739-54.9% |
| Admin fee / account holder | $77 | $79-1.9% | $6,675-98.8% | $102-24.3% |