Filed July 19, 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 | $6,690 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,115 | $82,978-48.0% | $129,995-66.8% | $71,457-39.7% |
| Participation rate | 99.0% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.0pp |
| Annual return | 20.55% | 20.60%0pp | -137.18%+157.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $683 | $2,622-74.0% | $4,320-84.2% | $2,588-73.6% |
| Participant deferral / active EE | $4,902 | $4,432+10.6% | $5,820-15.8% | $4,289+14.3% |
| Admin fee / account holder | $35 | $1,729-98.0% | $10,614-99.7% | $1,587-97.8% |