Filed January 6, 2006 (most recent of 2 filings on file)
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 | $20,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,273 | $72,448-23.7% | $118,746-53.5% | $69,631-20.6% |
| Participation rate | 43.1% | 79.7%-36.6pp | 78.3%-35.2pp | 70.7%-27.6pp |
| Annual return | 19.31% | 19.06%+0.2pp | 24.54%-5.2pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $169 | $3,771-95.5% | $4,193-96.0% | $2,032-91.7% |
| Participant deferral / active EE | $2,421 | $4,943-51.0% | $5,332-54.6% | $3,224-24.9% |
| Admin fee / account holder | $36 | $99-63.8% | $10,720-99.7% | $110-67.6% |