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 | $4,169 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,115 | $56,423+4.8% | $77,163-23.4% | $71,457-17.3% |
| Participation rate | 92.0% | 64.3%+27.7pp | 69.6%+22.5pp | 67.9%+24.1pp |
| Annual return | 1.80% | 19.05%-17.2pp | 37.87%-36.1pp | 28.85%-27.0pp |
| Employer contribution / active EE | $4,583 | $1,866+145.6% | $2,535+80.8% | $2,588+77.1% |
| Participant deferral / active EE | $4,339 | $3,142+38.1% | $3,833+13.2% | $4,289+1.2% |
| Admin fee / account holder | $35 | $1,429-97.6% | $5,472-99.4% | $1,587-97.8% |