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 | $7,777 |
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 | $22,699 | $46,100-50.8% | $86,590-73.8% | $69,631-67.4% |
| Participation rate | 50.3% | 67.2%-16.9pp | 73.5%-23.3pp | 70.7%-20.4pp |
| Annual return | 23.16% | 21.02%+2.1pp | 964.84%-941.7pp | 27571.02%-27547.9pp |
| Employer contribution / active EE | $734 | $1,850-60.3% | $2,839-74.1% | $2,032-63.9% |
| Participant deferral / active EE | $1,182 | $2,432-51.4% | $3,609-67.2% | $3,224-63.3% |
| Admin fee / account holder | $20 | $94-78.7% | $4,906-99.6% | $110-81.9% |