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 | $10,181 |
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.
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 | $35,700 | $48,592-26.5% | $185,823-80.8% | $90,288-60.5% |
| Participation rate | 28.0% | 66.2%-38.3pp | 78.0%-50.1pp | 73.4%-45.4pp |
| Annual return | 17.20% | 68.51%-51.3pp | 35.95%-18.8pp | 53.97%-36.8pp |
| Employer contribution / active EE | $524 | $1,389-62.3% | $4,087-87.2% | $2,524-79.3% |
| Participant deferral / active EE | $1,046 | $3,463-69.8% | $5,632-81.4% | $4,232-75.3% |
| Admin fee / account holder | $6 | $77-92.3% | $9,500-99.9% | $114-94.8% |