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 | -$5,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,205 | $66,124-15.0% | $90,404-37.8% | $73,488-23.5% |
| Participation rate | 63.5% | 69.7%-6.2pp | 72.7%-9.2pp | 70.7%-7.2pp |
| Annual return | 12.92% | 17.65%-4.7pp | 1293.02%-1280.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $835 | $2,346-64.4% | $3,262-74.4% | $2,270-63.2% |
| Participant deferral / active EE | $1,411 | $3,039-53.6% | $3,963-64.4% | $3,740-62.3% |
| Admin fee / account holder | -$18 | $396-104.5% | $5,611-100.3% | $513-103.5% |