Filed August 8, 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 | $4,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,813 | $63,924+13.9% | $108,579-32.9% | $55,167+32.0% |
| Participation rate | 61.8% | 74.3%-12.6pp | 79.6%-17.8pp | 69.0%-7.2pp |
| Annual return | 5.20% | 15.31%-10.1pp | -51.70%+56.9pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,016 | $1,879-45.9% | $3,758-73.0% | $1,963-48.2% |
| Participant deferral / active EE | $3,320 | $3,067+8.3% | $4,311-23.0% | $3,054+8.7% |
| Admin fee / account holder | $56 | $618-91.0% | $7,645-99.3% | $504-88.9% |