Filed December 4, 2014
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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,857 | $47,126-15.4% | $149,673-73.4% | $74,419-46.4% |
| Participation rate | 82.7% | 63.4%+19.3pp | 78.8%+4.0pp | 70.7%+12.0pp |
| Annual return | 13.44% | 22.75%-9.3pp | 134.42%-121.0pp | 34.38%-20.9pp |
| Employer contribution / active EE | $2,118 | $1,905+11.1% | $4,818-56.0% | $2,637-19.7% |
| Participant deferral / active EE | $3,064 | $2,728+12.3% | $5,680-46.0% | $4,528-32.3% |
| Admin fee / account holder | -$8 | $343-102.4% | $13,210-100.1% | $348-102.4% |