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 | $1,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,348 | $65,061-18.0% | $143,757-62.9% | $66,914-20.3% |
| Participation rate | 46.1% | 65.2%-19.1pp | 80.3%-34.2pp | 69.8%-23.7pp |
| Annual return | -18.89% | -11.14%-7.8pp | -0.04%-18.8pp | 1.58%-20.5pp |
| Employer contribution / active EE | $763 | $2,361-67.7% | $4,951-84.6% | $2,544-70.0% |
| Participant deferral / active EE | $2,556 | $2,919-12.4% | $5,637-54.7% | $4,237-39.7% |
| Admin fee / account holder | $26 | $502-94.8% | $14,673-99.8% | $593-95.6% |