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 | $2,725 |
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 | $58,725 | $50,199+17.0% | $70,092-16.2% | $66,914-12.2% |
| Participation rate | 90.1% | 66.3%+23.8pp | 70.5%+19.7pp | 69.8%+20.3pp |
| Annual return | -6.59% | -13.85%+7.3pp | 190.73%-197.3pp | 1.58%-8.2pp |
| Employer contribution / active EE | $4,269 | $1,864+129.0% | $2,559+66.8% | $2,544+67.8% |
| Participant deferral / active EE | $3,797 | $3,112+22.0% | $3,849-1.3% | $4,237-10.4% |
| Admin fee / account holder | $22 | $600-96.4% | $6,267-99.7% | $593-96.3% |