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 | $3,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,405 | $46,100+70.1% | $86,590-9.5% | $69,631+12.6% |
| Participation rate | 62.2% | 67.2%-4.9pp | 73.5%-11.3pp | 70.7%-8.5pp |
| Annual return | 17.44% | 21.02%-3.6pp | 964.84%-947.4pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $886 | $1,850-52.1% | $2,839-68.8% | $2,032-56.4% |
| Participant deferral / active EE | $1,603 | $2,432-34.1% | $3,609-55.6% | $3,224-50.3% |
| Admin fee / account holder | $14 | $94-85.1% | $4,906-99.7% | $110-87.3% |