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 | $39,768 |
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 | $30,588 | $62,928-51.4% | $172,739-82.3% | $67,579-54.7% |
| Participation rate | 59.5% | 64.5%-5.0pp | 82.6%-23.2pp | 71.3%-11.8pp |
| Annual return | 24.18% | 30.36%-6.2pp | 802.84%-778.7pp | 378.56%-354.4pp |
| Employer contribution / active EE | $794 | $1,636-51.4% | $5,143-84.6% | $2,148-63.0% |
| Participant deferral / active EE | $1,678 | $2,145-21.8% | $5,198-67.7% | $3,539-52.6% |
| Admin fee / account holder | $1 | $167-99.3% | $13,954-100.0% | $142-99.2% |