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 | $80,207 |
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 | $55,891 | $88,480-36.8% | $96,683-42.2% | $80,160-30.3% |
| Participation rate | 55.4% | 79.9%-24.5pp | 74.3%-19.0pp | 72.9%-17.6pp |
| Annual return | 18.82% | 22.53%-3.7pp | 35.69%-16.9pp | 40.38%-21.6pp |
| Employer contribution / active EE | $1,853 | $4,176-55.6% | $3,737-50.4% | $2,978-37.8% |
| Participant deferral / active EE | $3,966 | $3,959+0.2% | $4,878-18.7% | $5,017-21.0% |
| Admin fee / account holder | $75 | $212-64.5% | $6,730-98.9% | $145-48.2% |