Filed March 1, 2005
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 7-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 | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,446 | $45,602-39.8% | $117,472-76.6% | $66,914-59.0% |
| Participation rate | 58.1% | 57.6%+0.5pp | 70.6%-12.5pp | 69.8%-11.7pp |
| Annual return | -19.83% | -16.74%-3.1pp | 29.74%-49.6pp | 1.58%-21.4pp |
| Employer contribution / active EE | $1,903 | $1,579+20.5% | $4,176-54.4% | $2,544-25.2% |
| Participant deferral / active EE | $2,900 | $2,845+1.9% | $4,070-28.7% | $4,237-31.5% |
| Admin fee / account holder | $18 | $661-97.2% | $5,645-99.7% | $593-96.9% |