Filed November 9, 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 | $109,599 |
SYM FINANCIAL CORPORATION4 years Service code 16 · EIN 35-1550787 | Consulting | $26,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,195 | $81,719+3.0% | $101,248-16.8% | $90,288-6.7% |
| Participation rate | 46.4% | 80.7%-34.3pp | 75.8%-29.4pp | 73.4%-27.0pp |
| Annual return | 16.81% | 337.64%-320.8pp | 46.47%-29.7pp | 53.97%-37.2pp |
| Employer contribution / active EE | $1,591 | $3,622-56.1% | $3,660-56.5% | $2,524-37.0% |
| Participant deferral / active EE | $3,661 | $3,310+10.6% | $4,370-16.2% | $4,232-13.5% |
| Admin fee / account holder | $166 | $162+2.6% | $5,945-97.2% | $114+45.7% |