Filed June 8, 2009 (most recent of 3 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.
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 | $3,956 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,819 | $71,142-15.9% | $119,609-50.0% | $64,808-7.7% |
| Participation rate | 23.2% | 78.6%-55.4pp | 79.3%-56.0pp | 71.5%-48.2pp |
| Annual return | -16.89% | -10.01%-6.9pp | -14.97%-1.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $873 | $2,497-65.0% | $4,232-79.4% | $2,506-65.1% |
| Participant deferral / active EE | $1,858 | $4,490-58.6% | $5,602-66.8% | $4,310-56.9% |
| Admin fee / account holder | $16 | $162-90.3% | $10,323-99.8% | $188-91.6% |