Filed December 1, 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 | $56,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,661 | $53,932-2.4% | $134,143-60.7% | $90,288-41.7% |
| Participation rate | 69.5% | 60.4%+9.1pp | 72.2%-2.7pp | 73.4%-3.8pp |
| Annual return | 15.64% | 23.16%-7.5pp | 36.33%-20.7pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,398 | $1,611-13.2% | $3,704-62.2% | $2,524-44.6% |
| Participant deferral / active EE | $2,589 | $2,432+6.4% | $3,499-26.0% | $4,232-38.8% |
| Admin fee / account holder | $32 | $104-69.2% | $6,684-99.5% | $114-72.0% |