Filed October 1, 2007 (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 | $116,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,425 | $66,051-37.3% | $92,893-55.4% | $77,787-46.7% |
| Participation rate | 67.7% | 81.0%-13.3pp | 76.0%-8.4pp | 73.2%-5.6pp |
| Annual return | 21.56% | 20.69%+0.9pp | 109.41%-87.9pp | 32.57%-11.0pp |
| Employer contribution / active EE | $2,012 | $3,426-41.3% | $3,653-44.9% | $2,504-19.7% |
| Participant deferral / active EE | $3,580 | $3,013+18.8% | $4,236-15.5% | $3,967-9.8% |
| Admin fee / account holder | $102 | $148-30.8% | $5,794-98.2% | $100+2.2% |