Filed March 22, 2015 (most recent of 2 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 | $4,263 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,662 | $43,504-4.2% | $68,793-39.4% | $56,287-26.0% |
| Participation rate | 94.9% | 67.8%+27.1pp | 72.2%+22.7pp | 69.9%+25.1pp |
| Annual return | 6.59% | -3.15%+9.7pp | -4.63%+11.2pp | -9.96%+16.5pp |
| Employer contribution / active EE | $3,185 | $1,525+108.8% | $2,625+21.3% | $2,111+50.9% |
| Participant deferral / active EE | $2,931 | $2,509+16.8% | $3,311-11.5% | $3,350-12.5% |
| Admin fee / account holder | $22 | $515-95.8% | $5,131-99.6% | $521-95.8% |