Filed December 17, 2009
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 | $28,540 |
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 | $33,263 | $35,600-6.6% | $87,507-62.0% | $63,975-48.0% |
| Participation rate | 67.0% | 56.1%+10.8pp | 73.8%-6.9pp | 71.1%-4.2pp |
| Annual return | 11.38% | 17.86%-6.5pp | 12.21%-0.8pp | 48.65%-37.3pp |
| Employer contribution / active EE | $2,670 | $854+212.7% | $2,550+4.7% | $2,182+22.4% |
| Participant deferral / active EE | $3,657 | $1,660+120.3% | $3,149+16.1% | $3,356+8.9% |
| Admin fee / account holder | $24 | $51-53.0% | $4,221-99.4% | $70-66.1% |