Filed February 13, 2006 (most recent of 3 filings on file)
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 | $4,350 |
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.
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 | $116,614 | $43,423+168.6% | $78,689+48.2% | $55,167+111.4% |
| Participation rate | 46.0% | 68.0%-22.0pp | 73.6%-27.5pp | 69.0%-22.9pp |
| Annual return | 7.05% | 11.53%-4.5pp | 62.18%-55.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | -$349 | $1,997-117.5% | $2,851-112.2% | $1,963-117.8% |
| Participant deferral / active EE | $2,648 | $2,509+5.5% | $3,517-24.7% | $3,054-13.3% |
| Admin fee / account holder | $25 | $416-93.9% | $4,510-99.4% | $504-95.0% |