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 | $32,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,563 | $46,173-46.8% | $170,442-85.6% | $69,631-64.7% |
| Participation rate | 56.2% | 63.9%-7.7pp | 83.6%-27.4pp | 70.7%-14.5pp |
| Annual return | 20.52% | 21.62%-1.1pp | 205.93%-185.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $738 | $1,610-54.2% | $5,433-86.4% | $2,032-63.7% |
| Participant deferral / active EE | $1,380 | $2,080-33.7% | $4,939-72.1% | $3,224-57.2% |
| Admin fee / account holder | $1 | $116-99.1% | $13,880-100.0% | $110-99.0% |