Filed November 17, 2014 (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 4-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 | $2,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,737 | $33,745+14.8% | $64,105-39.6% | $55,191-29.8% |
| Participation rate | 50.3% | 59.4%-9.1pp | 68.2%-17.9pp | 69.2%-18.9pp |
| Annual return | 7.71% | 4.95%+2.8pp | 791.24%-783.5pp | 10.78%-3.1pp |
| Employer contribution / active EE | $1,872 | $641+192.2% | $1,820+2.9% | $1,899-1.4% |
| Participant deferral / active EE | $4,130 | $1,929+114.1% | $2,822+46.4% | $3,046+35.6% |
| Admin fee / account holder | $8 | $94-91.0% | $4,499-99.8% | $91-90.7% |