Filed August 14, 2009
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 | $3,900 |
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 | $29,587 | $52,293-43.4% | $178,490-83.4% | $73,409-59.7% |
| Participation rate | 65.4% | 65.3%+0.1pp | 81.9%-16.5pp | 72.2%-6.8pp |
| Annual return | 16.83% | 34.75%-17.9pp | 151.07%-134.2pp | 59.29%-42.5pp |
| Employer contribution / active EE | $785 | $1,735-54.7% | $5,011-84.3% | $2,234-64.8% |
| Participant deferral / active EE | $1,944 | $2,332-16.6% | $5,202-62.6% | $3,805-48.9% |
| Admin fee / account holder | $7 | $127-94.6% | $13,984-100.0% | $158-95.7% |