Filed May 23, 2008
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 | $5,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,720 | $55,441-13.9% | $76,002-37.2% | $77,671-38.6% |
| Participation rate | 25.8% | 63.6%-37.8pp | 69.1%-43.3pp | 70.6%-44.8pp |
| Annual return | 14.28% | 17.08%-2.8pp | 360.07%-345.8pp | 31.21%-16.9pp |
| Employer contribution / active EE | $534 | $1,789-70.2% | $2,688-80.1% | $2,726-80.4% |
| Participant deferral / active EE | $1,269 | $3,451-63.2% | $4,257-70.2% | $4,648-72.7% |
| Admin fee / account holder | $33 | $407-91.9% | $6,414-99.5% | $430-92.4% |