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 | $37,356 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,408 | $43,113+292.9% | $82,719+104.8% | $77,904+117.5% |
| Participation rate | 13.6% | 63.8%-50.2pp | 72.6%-58.9pp | 73.7%-60.1pp |
| Annual return | -17.28% | 2.60%-19.9pp | 701.18%-718.5pp | 12.21%-29.5pp |
| Employer contribution / active EE | $734 | $1,924-61.9% | $3,009-75.6% | $2,848-74.2% |
| Participant deferral / active EE | $1,708 | $3,057-44.1% | $4,395-61.1% | $4,806-64.5% |
| Admin fee / account holder | $99 | $102-3.2% | $5,329-98.1% | $133-25.3% |