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 | $7,400 |
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 | $56,943 | $71,666-20.5% | $117,854-51.7% | $69,631-18.2% |
| Participation rate | 61.1% | 77.5%-16.4pp | 79.7%-18.6pp | 70.7%-9.6pp |
| Annual return | 20.71% | 18.86%+1.9pp | 335.08%-314.4pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $1,411 | $1,889-25.3% | $3,786-62.7% | $2,032-30.6% |
| Participant deferral / active EE | $3,009 | $3,340-9.9% | $4,482-32.9% | $3,224-6.7% |
| Admin fee / account holder | $44 | $120-63.6% | $8,020-99.5% | $110-60.4% |