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 | $7,688 |
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 | $51,184 | $57,831-11.5% | $82,389-37.9% | $85,563-40.2% |
| Participation rate | 26.3% | 55.0%-28.7pp | 69.5%-43.3pp | 66.0%-39.7pp |
| Annual return | 15.41% | 17.86%-2.4pp | 28.67%-13.3pp | 31.51%-16.1pp |
| Employer contribution / active EE | $542 | $1,643-67.0% | $2,517-78.5% | $2,654-79.6% |
| Participant deferral / active EE | $1,280 | $3,118-58.9% | $4,155-69.2% | $4,375-70.7% |
| Admin fee / account holder | $40 | $1,391-97.1% | $7,231-99.4% | $834-95.2% |