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 | $20,612 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,405 |
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 | $56,403 | $136,307-58.6% | $177,821-68.3% | $73,488-23.2% |
| Participation rate | 59.4% | 86.1%-26.7pp | 87.7%-28.4pp | 70.7%-11.3pp |
| Annual return | 15.73% | 18.68%-2.9pp | 48.32%-32.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,024 | $3,712-72.4% | $5,918-82.7% | $2,270-54.9% |
| Participant deferral / active EE | $4,467 | $5,829-23.4% | $7,714-42.1% | $3,740+19.4% |
| Admin fee / account holder | $289 | $596-51.5% | $12,427-97.7% | $513-43.7% |