Filed September 14, 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 35-0145825 | Loan Processing | $27,511 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,440 | $37,117-36.9% | $147,614-84.1% | $55,191-57.5% |
| Participation rate | 45.5% | 63.6%-18.1pp | 84.6%-39.1pp | 69.2%-23.7pp |
| Annual return | 0.26% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $171 | $1,620-89.5% | $5,564-96.9% | $1,899-91.0% |
| Participant deferral / active EE | $1,002 | $1,985-49.5% | $4,895-79.5% | $3,046-67.1% |
| Admin fee / account holder | $2 | $86-97.3% | $11,611-100.0% | $91-97.5% |