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 | $4,210 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,713 | $50,666-7.8% | $76,817-39.2% | $65,185-28.3% |
| Participation rate | 94.5% | 68.8%+25.7pp | 72.1%+22.4pp | 70.2%+24.3pp |
| Annual return | 0.76% | 28.51%-27.8pp | 1166.11%-1165.4pp | 29.38%-28.6pp |
| Employer contribution / active EE | $3,761 | $1,575+138.8% | $2,302+63.4% | $2,177+72.8% |
| Participant deferral / active EE | $3,155 | $2,647+19.2% | $3,336-5.4% | $3,514-10.2% |
| Admin fee / account holder | $23 | $463-95.1% | $6,420-99.6% | $847-97.3% |