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 | $631,522 |
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 | $32,340 | $83,057-61.1% | $143,757-77.5% | $89,394-63.8% |
| Participation rate | 40.9% | 74.0%-33.1pp | 80.3%-39.4pp | 71.3%-30.3pp |
| Annual return | -15.58% | -13.97%-1.6pp | -0.04%-15.5pp | -11.89%-3.7pp |
| Employer contribution / active EE | $279 | $2,095-86.7% | $4,951-94.4% | $3,022-90.8% |
| Participant deferral / active EE | $1,709 | $4,281-60.1% | $5,637-69.7% | $5,123-66.7% |
| Admin fee / account holder | $60 | $83-27.3% | $14,673-99.6% | $79-24.0% |