Filed February 21, 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 | $7,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,007 | $59,186-7.1% | $76,768-28.3% | $56,287-2.3% |
| Participation rate | 69.5% | 75.2%-5.7pp | 77.0%-7.4pp | 69.9%-0.3pp |
| Annual return | -4.08% | 6.62%-10.7pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,084 | $1,759+18.5% | $2,485-16.1% | $2,111-1.3% |
| Participant deferral / active EE | $4,584 | $3,255+40.8% | $3,852+19.0% | $3,350+36.9% |
| Admin fee / account holder | $74 | $489-84.8% | $6,675-98.9% | $521-85.7% |