Filed June 8, 2006
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 | $19,801 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,513 |
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 | $52,855 | $98,982-46.6% | $162,163-67.4% | $65,185-18.9% |
| Participation rate | 53.7% | 85.8%-32.1pp | 87.6%-33.9pp | 70.2%-16.5pp |
| Annual return | 21.70% | 24.84%-3.1pp | 115.59%-93.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $577 | $3,467-83.4% | $5,614-89.7% | $2,177-73.5% |
| Participant deferral / active EE | $3,411 | $5,384-36.7% | $7,298-53.3% | $3,514-2.9% |
| Admin fee / account holder | $293 | $596-50.8% | $10,843-97.3% | $847-65.4% |