Filed December 28, 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 35-0145825 | Loan Processing | $29,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,716 | $52,293-31.7% | $178,490-80.0% | $73,409-51.3% |
| Participation rate | 66.0% | 65.3%+0.6pp | 81.9%-15.9pp | 72.2%-6.2pp |
| Annual return | 14.69% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,403 | $1,735-19.1% | $5,011-72.0% | $2,234-37.2% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-99.9% | $13,984-100.0% | $158-99.9% |