Filed August 15, 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 | $2,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,986 | $37,884+169.2% | $79,464+28.3% | $75,289+35.5% |
| Participation rate | 24.0% | 65.0%-41.0pp | 73.3%-49.4pp | 72.4%-48.4pp |
| Annual return | -6.64% | 1.06%-7.7pp | 718.14%-724.8pp | -0.04%-6.6pp |
| Employer contribution / active EE | $1,043 | $1,680-37.9% | $2,800-62.8% | $2,405-56.7% |
| Participant deferral / active EE | $2,332 | $2,569-9.2% | $3,704-37.1% | $3,739-37.6% |
| Admin fee / account holder | $6 | $77-92.6% | $5,113-99.9% | $102-94.5% |