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 | $2,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,222 | $61,272+1.6% | $149,673-58.4% | $71,457-12.9% |
| Participation rate | 47.2% | 62.5%-15.4pp | 78.8%-31.6pp | 67.9%-20.8pp |
| Annual return | 19.82% | 35.85%-16.0pp | 134.42%-114.6pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,075 | $2,378-54.8% | $4,818-77.7% | $2,588-58.4% |
| Participant deferral / active EE | $3,037 | $2,917+4.1% | $5,680-46.5% | $4,289-29.2% |
| Admin fee / account holder | $35 | $1,261-97.2% | $13,210-99.7% | $1,587-97.8% |