Filed July 29, 2006 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,168 | $87,125+56.3% | $108,410+25.6% | $86,799+56.9% |
| Participation rate | 41.5% | 80.5%-39.1pp | 80.1%-38.7pp | 72.3%-30.8pp |
| Annual return | 14.62% | 25.21%-10.6pp | 905.27%-890.7pp | 97.91%-83.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,845 | $6,944-1.4% | $6,563+4.3% | $4,131+65.7% |
| Admin fee / account holder | $19 | $130-85.4% | $7,295-99.7% | $170-88.8% |