Filed June 21, 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 | $3,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,661 | $38,925-70.0% | $73,843-84.2% | $55,191-78.9% |
| Participation rate | 51.6% | 66.0%-14.4pp | 73.4%-21.8pp | 69.2%-17.5pp |
| Annual return | 4.62% | 6.31%-1.7pp | 2267.84%-2263.2pp | 10.78%-6.2pp |
| Employer contribution / active EE | $1,028 | $1,695-39.3% | $2,787-63.1% | $1,899-45.8% |
| Participant deferral / active EE | $777 | $2,351-66.9% | $3,583-78.3% | $3,046-74.5% |
| Admin fee / account holder | $7 | $83-91.3% | $4,880-99.9% | $91-92.1% |