Filed February 22, 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 | $61,708 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,746 | $50,820-51.3% | $155,567-84.1% | $77,671-68.1% |
| Participation rate | 28.9% | 63.1%-34.2pp | 78.2%-49.3pp | 70.6%-41.6pp |
| Annual return | 12.18% | 34.85%-22.7pp | 64.74%-52.6pp | 31.21%-19.0pp |
| Employer contribution / active EE | $576 | $1,993-71.1% | $4,674-87.7% | $2,726-78.9% |
| Participant deferral / active EE | $953 | $2,823-66.3% | $5,628-83.1% | $4,648-79.5% |
| Admin fee / account holder | $212 | $436-51.3% | $15,916-98.7% | $430-50.7% |