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 | $2,109 |
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 | $58,295 | $55,453+5.1% | $170,442-65.8% | $62,292-6.4% |
| Participation rate | 42.2% | 66.4%-24.2pp | 83.6%-41.4pp | 69.5%-27.3pp |
| Annual return | 18.87% | 21.38%-2.5pp | 205.93%-187.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $657 | $2,164-69.6% | $5,433-87.9% | $2,042-67.8% |
| Participant deferral / active EE | $2,157 | $2,303-6.3% | $4,939-56.3% | $3,169-31.9% |
| Admin fee / account holder | $25 | $455-94.5% | $13,880-99.8% | $479-94.8% |