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 | $2,669 |
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 | $41,981 | $37,044+13.3% | $71,796-41.5% | $57,658-27.2% |
| Participation rate | 53.4% | 61.1%-7.7pp | 69.1%-15.7pp | 70.2%-16.8pp |
| Annual return | 9.28% | 12.64%-3.4pp | 78.04%-68.8pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,883 | $720+161.5% | $1,924-2.2% | $1,974-4.6% |
| Participant deferral / active EE | $4,402 | $1,974+123.0% | $2,794+57.5% | $3,061+43.8% |
| Admin fee / account holder | $8 | $101-92.5% | $4,815-99.8% | $95-92.0% |