Filed August 29, 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 | $5,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,252 | $58,778+5.9% | $129,295-51.9% | $77,671-19.9% |
| Participation rate | 68.5% | 59.2%+9.3pp | 69.6%-1.1pp | 70.6%-2.1pp |
| Annual return | 15.08% | 24.73%-9.6pp | 9429.28%-9414.2pp | 31.21%-16.1pp |
| Employer contribution / active EE | $1,095 | $1,952-43.9% | $4,157-73.7% | $2,726-59.8% |
| Participant deferral / active EE | $2,723 | $3,212-15.2% | $4,169-34.7% | $4,648-41.4% |
| Admin fee / account holder | $19 | $589-96.8% | $7,665-99.8% | $430-95.6% |