Filed September 1, 2013
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 | $8,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,205 | $107,378-57.9% | $108,579-58.4% | $57,658-21.6% |
| Participation rate | 62.6% | 77.1%-14.5pp | 79.6%-17.0pp | 70.2%-7.6pp |
| Annual return | 7.13% | 12.80%-5.7pp | -51.70%+58.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,347 | $1,782-24.4% | $3,758-64.2% | $1,974-31.8% |
| Participant deferral / active EE | $2,722 | $3,221-15.5% | $4,311-36.9% | $3,061-11.1% |
| Admin fee / account holder | $51 | $108-52.6% | $7,645-99.3% | $95-45.6% |