Filed March 4, 2015
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 | $19,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,580 | $80,177-73.1% | $123,892-82.6% | $57,658-62.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 81.4%-14.7pp | 70.2%-3.5pp |
| Annual return | 10.43% | 17.90%-7.5pp | 47.52%-37.1pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,513 | $2,913-48.0% | $4,617-67.2% | $1,974-23.3% |
| Participant deferral / active EE | $1,597 | $5,130-68.9% | $5,984-73.3% | $3,061-47.8% |
| Admin fee / account holder | $53 | $106-50.3% | $8,357-99.4% | $95-44.1% |