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 | $3,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $140,698 | $44,794+214.1% | $90,281+55.8% | $77,787+80.9% |
| Participation rate | 22.0% | 66.6%-44.6pp | 73.3%-51.3pp | 73.2%-51.2pp |
| Annual return | 24.23% | 28.23%-4.0pp | 78.10%-53.9pp | 32.57%-8.3pp |
| Employer contribution / active EE | $1,199 | $1,809-33.7% | $2,854-58.0% | $2,504-52.1% |
| Participant deferral / active EE | $2,419 | $2,642-8.4% | $3,885-37.7% | $3,967-39.0% |
| Admin fee / account holder | $5 | $94-94.7% | $5,351-99.9% | $100-95.0% |