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 | $41,752 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,963 | $52,293-29.3% | $178,490-79.3% | $73,409-49.6% |
| Participation rate | 54.7% | 65.3%-10.7pp | 81.9%-27.2pp | 72.2%-17.5pp |
| Annual return | 17.49% | 34.75%-17.3pp | 151.07%-133.6pp | 59.29%-41.8pp |
| Employer contribution / active EE | $776 | $1,735-55.3% | $5,011-84.5% | $2,234-65.3% |
| Participant deferral / active EE | $1,808 | $2,332-22.5% | $5,202-65.2% | $3,805-52.5% |
| Admin fee / account holder | $3 | $127-97.6% | $13,984-100.0% | $158-98.1% |