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 | $38,982 |
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 | $189,780 | $52,626+260.6% | $98,442+92.8% | $93,030+104.0% |
| Participation rate | 18.4% | 65.3%-46.9pp | 73.3%-54.9pp | 73.9%-55.5pp |
| Annual return | 16.71% | 16.95%-0.2pp | 1492.73%-1476.0pp | 158.70%-142.0pp |
| Employer contribution / active EE | $1,039 | $1,894-45.1% | $2,960-64.9% | $2,706-61.6% |
| Participant deferral / active EE | $1,994 | $2,907-31.4% | $4,276-53.4% | $4,562-56.3% |
| Admin fee / account holder | $99 | $102-3.6% | $5,949-98.3% | $152-35.0% |