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 | $2,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,444 | $79,171+20.6% | $102,423-6.8% | $74,495+28.1% |
| Participation rate | 64.2% | 74.8%-10.6pp | 76.5%-12.3pp | 67.2%-3.0pp |
| Annual return | 14.13% | 54.93%-40.8pp | 29.32%-15.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,333 | $2,362-1.2% | $3,023-22.8% | $2,623-11.0% |
| Participant deferral / active EE | $5,232 | $4,415+18.5% | $5,053+3.5% | $4,346+20.4% |
| Admin fee / account holder | $31 | $2,001-98.5% | $9,451-99.7% | $1,942-98.4% |