Filed May 28, 2008
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 | $2,075 |
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 | $46,746 | $46,360+0.8% | $147,614-68.3% | $52,331-10.7% |
| Participation rate | 36.5% | 64.9%-28.4pp | 84.6%-48.1pp | 68.1%-31.6pp |
| Annual return | 0.14% | 1.62%-1.5pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $681 | $2,126-68.0% | $5,564-87.8% | $1,882-63.8% |
| Participant deferral / active EE | $1,900 | $2,258-15.8% | $4,895-61.2% | $3,022-37.1% |
| Admin fee / account holder | $19 | $766-97.5% | $11,611-99.8% | $592-96.7% |