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 | $30,793 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,025 | $52,660+296.9% | $86,612+141.3% | $80,160+160.8% |
| Participation rate | 15.9% | 62.4%-46.5pp | 71.7%-55.8pp | 72.9%-57.0pp |
| Annual return | 20.25% | 24.87%-4.6pp | 591.07%-570.8pp | 40.38%-20.1pp |
| Employer contribution / active EE | $931 | $2,140-56.5% | $3,022-69.2% | $2,978-68.7% |
| Participant deferral / active EE | $2,283 | $3,215-29.0% | $4,438-48.6% | $5,017-54.5% |
| Admin fee / account holder | $81 | $113-28.5% | $5,614-98.6% | $145-44.3% |