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 | $3,238 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,009 | $59,584+5.7% | $86,874-27.5% | $79,386-20.6% |
| Participation rate | 94.5% | 67.7%+26.8pp | 71.6%+22.8pp | 70.7%+23.8pp |
| Annual return | 23.90% | 23.15%+0.7pp | 63.52%-39.6pp | 116.85%-93.0pp |
| Employer contribution / active EE | $4,137 | $1,768+134.0% | $2,495+65.8% | $2,427+70.4% |
| Participant deferral / active EE | $3,605 | $3,036+18.7% | $3,699-2.5% | $4,046-10.9% |
| Admin fee / account holder | $23 | $604-96.2% | $5,828-99.6% | $626-96.3% |