Filed March 27, 2015 (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 5-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 | $74,598 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,426 | $71,957-18.8% | $67,652-13.6% | $59,188-1.3% |
| Participation rate | 90.7% | 82.7%+8.0pp | 75.7%+15.0pp | 69.4%+21.3pp |
| Annual return | -0.81% | 8.53%-9.3pp | 6625.04%-6625.8pp | 5.51%-6.3pp |
| Employer contribution / active EE | $2,014 | $2,432-17.2% | $2,266-11.1% | $2,098-4.0% |
| Participant deferral / active EE | $2,652 | $4,211-37.0% | $3,560-25.5% | $3,265-18.8% |
| Admin fee / account holder | $32 | $64-50.0% | $4,821-99.3% | $92-65.2% |