Filed November 22, 2010
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 | $6,150 |
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 | $65,006 | $99,957-35.0% | $149,696-56.6% | $73,488-11.5% |
| Participation rate | 66.9% | 75.7%-8.8pp | 82.5%-15.5pp | 70.7%-3.7pp |
| Annual return | 21.41% | 53.87%-32.5pp | 276.60%-255.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,858 | $3,191-41.8% | $4,644-60.0% | $2,270-18.2% |
| Participant deferral / active EE | $9,937 | $6,073+63.6% | $6,842+45.2% | $3,740+165.7% |
| Admin fee / account holder | $57 | $551-89.7% | $9,309-99.4% | $513-88.9% |