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 | $3,206 |
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 | $67,602 | $65,376+3.4% | $87,100-22.4% | $65,185+3.7% |
| Participation rate | 62.0% | 75.3%-13.3pp | 76.9%-14.9pp | 70.2%-8.2pp |
| Annual return | 28.81% | 31.27%-2.5pp | 28.19%+0.6pp | 29.38%-0.6pp |
| Employer contribution / active EE | $1,949 | $1,822+6.9% | $2,521-22.7% | $2,177-10.5% |
| Participant deferral / active EE | $4,213 | $3,388+24.3% | $4,049+4.1% | $3,514+19.9% |
| Admin fee / account holder | $36 | $520-93.1% | $7,497-99.5% | $847-95.8% |