Filed December 8, 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 | $597,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,611 | $73,283-33.7% | $155,509-68.7% | $106,382-54.3% |
| Participation rate | 37.0% | 73.3%-36.3pp | 78.2%-41.2pp | 69.9%-32.9pp |
| Annual return | 13.15% | 15.77%-2.6pp | 64.67%-51.5pp | 17.37%-4.2pp |
| Employer contribution / active EE | $321 | $2,247-85.7% | $4,672-93.1% | $3,364-90.5% |
| Participant deferral / active EE | $1,755 | $4,580-61.7% | $5,626-68.8% | $5,569-68.5% |
| Admin fee / account holder | $62 | $56+11.2% | $15,912-99.6% | $79-21.3% |