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 | $4,450 |
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 | $13,895 | $39,859-65.1% | $78,689-82.3% | $57,658-75.9% |
| Participation rate | 50.7% | 66.1%-15.4pp | 73.6%-22.9pp | 70.2%-19.5pp |
| Annual return | 6.02% | 18.96%-12.9pp | 62.18%-56.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $423 | $1,786-76.3% | $2,851-85.2% | $1,974-78.6% |
| Participant deferral / active EE | $973 | $2,248-56.7% | $3,517-72.3% | $3,061-68.2% |
| Admin fee / account holder | $9 | $76-88.1% | $4,510-99.8% | $95-90.4% |