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 | $800 |
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 | $102,473 | $63,299+61.9% | $91,001+12.6% | $62,292+64.5% |
| Participation rate | 41.8% | 73.3%-31.5pp | 75.6%-33.8pp | 69.5%-27.7pp |
| Annual return | 19.43% | 20.99%-1.6pp | 4.60%+14.8pp | 28.90%-9.5pp |
| Employer contribution / active EE | $208 | $1,807-88.5% | $2,456-91.5% | $2,042-89.8% |
| Participant deferral / active EE | $2,410 | $2,943-18.1% | $3,547-32.1% | $3,169-24.0% |
| Admin fee / account holder | $11 | $468-97.7% | $5,417-99.8% | $479-97.7% |