Filed July 10, 2007
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 | $7,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,868 | $50,498+20.5% | $75,781-19.7% | $55,191+10.3% |
| Participation rate | 68.5% | 69.4%-0.9pp | 75.8%-7.3pp | 69.2%-0.6pp |
| Annual return | 0.89% | 1.80%-0.9pp | 9.68%-8.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,139 | $2,291-50.3% | $3,323-65.7% | $1,899-40.0% |
| Participant deferral / active EE | $5,276 | $2,589+103.8% | $3,651+44.5% | $3,046+73.2% |
| Admin fee / account holder | $11 | $123-91.2% | $5,299-99.8% | $91-88.1% |