Filed July 20, 2016
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 | $750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,047 | $102,553+141.9% | $151,611+63.6% | $66,914+270.7% |
| Participation rate | 96.2% | 85.5%+10.7pp | 87.5%+8.7pp | 69.8%+26.4pp |
| Annual return | -7.14% | -10.82%+3.7pp | 3.33%-10.5pp | 1.58%-8.7pp |
| Employer contribution / active EE | $11 | $4,180-99.7% | $6,166-99.8% | $2,544-99.6% |
| Participant deferral / active EE | $15,892 | $6,641+139.3% | $8,363+90.0% | $4,237+275.1% |
| Admin fee / account holder | $4 | $630-99.3% | $11,616-100.0% | $593-99.3% |