Filed March 22, 2007 (most recent of 3 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 | $1,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,961 | $99,078-22.3% | $96,544-20.3% | $74,419+3.4% |
| Participation rate | 35.5% | 80.7%-45.2pp | 76.0%-40.5pp | 70.7%-35.2pp |
| Annual return | 15.76% | 22.48%-6.7pp | 25.84%-10.1pp | 34.38%-18.6pp |
| Employer contribution / active EE | $2,222 | $2,570-13.6% | $2,965-25.1% | $2,637-15.8% |
| Participant deferral / active EE | $3,071 | $4,933-37.7% | $4,851-36.7% | $4,528-32.2% |
| Admin fee / account holder | $59 | $225-73.7% | $8,252-99.3% | $348-83.0% |