Filed December 1, 2005
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 | $2,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,138 | $56,629+69.8% | $77,999+23.3% | $55,167+74.3% |
| Participation rate | 45.6% | 73.3%-27.7pp | 75.5%-29.9pp | 69.0%-23.4pp |
| Annual return | 23.21% | 2866.98%-2843.8pp | 425.96%-402.8pp | 169.23%-146.0pp |
| Employer contribution / active EE | $219 | $1,723-87.3% | $2,470-91.1% | $1,963-88.8% |
| Participant deferral / active EE | $2,601 | $2,777-6.3% | $3,497-25.6% | $3,054-14.8% |
| Admin fee / account holder | $30 | $467-93.5% | $5,480-99.4% | $504-94.0% |