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 | -$8,165 |
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 | $58,702 | $43,999+33.4% | $79,464-26.1% | $55,725+5.3% |
| Participation rate | 61.6% | 66.9%-5.3pp | 73.3%-11.8pp | 70.9%-9.3pp |
| Annual return | -4.05% | 1.81%-5.9pp | 718.14%-722.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $759 | $1,830-58.5% | $2,800-72.9% | $2,078-63.5% |
| Participant deferral / active EE | $1,431 | $2,538-43.6% | $3,704-61.4% | $3,356-57.4% |
| Admin fee / account holder | -$29 | $118-124.6% | $5,113-100.6% | $115-125.1% |