Filed October 18, 2004
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 | $6,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,625 | $65,820-52.0% | $108,745-70.9% | $57,658-45.2% |
| Participation rate | 64.8% | 72.7%-7.9pp | 77.7%-12.8pp | 70.2%-5.4pp |
| Annual return | 11.49% | 21.32%-9.8pp | 46.22%-34.7pp | 5.13%+6.4pp |
| Employer contribution / active EE | $884 | $2,285-61.3% | $3,323-73.4% | $1,974-55.2% |
| Participant deferral / active EE | $1,686 | $3,578-52.9% | $5,121-67.1% | $3,061-44.9% |
| Admin fee / account holder | $18 | $91-80.4% | $6,144-99.7% | $95-81.1% |