Filed March 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 | $21,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,241 | $32,913-17.2% | $80,004-66.0% | $59,188-54.0% |
| Participation rate | 25.8% | 56.9%-31.1pp | 73.0%-47.2pp | 69.4%-43.6pp |
| Annual return | -0.74% | 1.16%-1.9pp | 7.63%-8.4pp | 5.51%-6.3pp |
| Employer contribution / active EE | $335 | $789-57.6% | $2,473-86.5% | $2,098-84.0% |
| Participant deferral / active EE | $931 | $1,686-44.8% | $3,204-70.9% | $3,265-71.5% |
| Admin fee / account holder | $44 | $40+10.6% | $5,033-99.1% | $92-52.0% |