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 | $5,013 |
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 | $105,620 | $78,419+34.7% | $133,956-21.2% | $73,409+43.9% |
| Participation rate | 41.8% | 78.6%-36.8pp | 79.8%-38.0pp | 72.2%-30.4pp |
| Annual return | 20.52% | 33.35%-12.8pp | 45.09%-24.6pp | 59.29%-38.8pp |
| Employer contribution / active EE | $937 | $2,044-54.2% | $3,919-76.1% | $2,234-58.1% |
| Participant deferral / active EE | $1,891 | $3,925-51.8% | $5,048-62.5% | $3,805-50.3% |
| Admin fee / account holder | $149 | $161-7.5% | $8,927-98.3% | $158-5.5% |