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 | $9,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,165 | $174,896-70.2% | $125,339-58.4% | - |
| Participation rate | 62.6% | 70.4%-7.8pp | 82.4%-19.7pp | - |
| Annual return | -16.73% | -12.90%-3.8pp | 572.05%-588.8pp | - |
| Employer contribution / active EE | $1,141 | $3,570-68.0% | $4,814-76.3% | - |
| Participant deferral / active EE | $9,796 | $6,354+54.2% | $7,446+31.5% | - |
| Admin fee / account holder | $71 | $56,117-99.9% | $10,010-99.3% | - |