Filed March 22, 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 | $37,507 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,514 | $39,948-83.7% | $89,391-92.7% | $73,409-91.1% |
| Participation rate | 64.2% | 50.4%+13.8pp | 68.0%-3.7pp | 72.2%-7.9pp |
| Annual return | 12.52% | 50.12%-37.6pp | 245.62%-233.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $169 | $1,200-85.9% | $2,586-93.5% | $2,234-92.4% |
| Participant deferral / active EE | $958 | $2,193-56.3% | $3,890-75.4% | $3,805-74.8% |
| Admin fee / account holder | $49 | $134-63.4% | $4,881-99.0% | $158-68.9% |