Filed February 10, 2006 (most recent of 2 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 | $11,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $63,971 | $72,066-11.2% | $81,930-21.9% | $90,288-29.1% |
| Participation rate | 35.0% | 78.9%-43.9pp | 72.0%-37.0pp | 73.4%-38.4pp |
| Annual return | 13.84% | 15.92%-2.1pp | 29.49%-15.6pp | 53.97%-40.1pp |
| Employer contribution / active EE | $455 | $2,335-80.5% | $4,310-89.4% | $2,524-82.0% |
| Participant deferral / active EE | $1,914 | $3,557-46.2% | $7,107-73.1% | $4,232-54.8% |
| Admin fee / account holder | $4 | $92-95.6% | $5,158-99.9% | $114-96.4% |