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 | $54,227 |
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 | $196,734 | $52,670+273.5% | $90,404+117.6% | $73,409+168.0% |
| Participation rate | 37.7% | 67.7%-29.9pp | 72.7%-35.0pp | 72.2%-34.4pp |
| Annual return | 17.82% | 20.70%-2.9pp | 1293.02%-1275.2pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,734 | $1,872+46.1% | $3,262-16.2% | $2,234+22.4% |
| Participant deferral / active EE | $4,095 | $2,807+45.9% | $3,963+3.3% | $3,805+7.6% |
| Admin fee / account holder | $161 | $117+37.6% | $5,611-97.1% | $158+1.8% |