Filed February 24, 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 | $4,663 |
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 | $86,641 | $69,159+25.3% | $125,175-30.8% | $67,579+28.2% |
| Participation rate | 40.6% | 78.2%-37.6pp | 79.8%-39.2pp | 71.3%-30.7pp |
| Annual return | 23.26% | 27.12%-3.9pp | 43.79%-20.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $968 | $2,023-52.2% | $3,865-75.0% | $2,148-55.0% |
| Participant deferral / active EE | $1,951 | $3,700-47.3% | $4,937-60.5% | $3,539-44.9% |
| Admin fee / account holder | $154 | $142+8.7% | $9,702-98.4% | $142+8.3% |