Filed January 24, 2010
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 | $15,512 |
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 | $51,437 | $39,859+29.0% | $78,689-34.6% | $57,658-10.8% |
| Participation rate | 35.9% | 66.1%-30.2pp | 73.6%-37.7pp | 70.2%-34.4pp |
| Annual return | 8.05% | 18.96%-10.9pp | 62.18%-54.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $386 | $1,786-78.4% | $2,851-86.5% | $1,974-80.4% |
| Participant deferral / active EE | $1,441 | $2,248-35.9% | $3,517-59.0% | $3,061-52.9% |
| Admin fee / account holder | $78 | $76+1.8% | $4,510-98.3% | $95-17.9% |