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 | $84,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,538 | $76,774-35.5% | $112,228-55.9% | $77,904-36.4% |
| Participation rate | 48.1% | 80.2%-32.1pp | 75.1%-27.0pp | 73.7%-25.6pp |
| Annual return | -15.05% | -10.25%-4.8pp | 27.45%-42.5pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,656 | $3,977-58.4% | $3,635-54.5% | $2,848-41.9% |
| Participant deferral / active EE | $3,256 | $3,778-13.8% | $4,728-31.1% | $4,806-32.3% |
| Admin fee / account holder | $84 | $239-65.0% | $6,410-98.7% | $133-37.0% |