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 | $4,032 |
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 | $54,297 | $54,590-0.5% | $81,930-33.7% | $73,488-26.1% |
| Participation rate | 92.9% | 68.3%+24.6pp | 72.0%+20.9pp | 70.7%+22.3pp |
| Annual return | 4.76% | 17.74%-13.0pp | 29.49%-24.7pp | 28.51%-23.7pp |
| Employer contribution / active EE | $3,692 | $1,636+125.7% | $4,310-14.3% | $2,270+62.6% |
| Participant deferral / active EE | $3,515 | $2,759+27.4% | $7,107-50.5% | $3,740-6.0% |
| Admin fee / account holder | $23 | $592-96.2% | $5,158-99.6% | $513-95.6% |