Filed August 30, 2006
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 | $9,796 |
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 | $59,966 | $48,072+24.7% | $182,532-67.1% | $77,787-22.9% |
| Participation rate | 32.6% | 64.3%-31.7pp | 78.0%-45.4pp | 73.2%-40.6pp |
| Annual return | 23.53% | 31.26%-7.7pp | 148.54%-125.0pp | 32.57%-9.0pp |
| Employer contribution / active EE | $895 | $1,453-38.4% | $4,076-78.0% | $2,504-64.3% |
| Participant deferral / active EE | $1,749 | $3,209-45.5% | $5,524-68.3% | $3,967-55.9% |
| Admin fee / account holder | $11 | $131-91.4% | $8,592-99.9% | $100-88.7% |