Filed August 9, 2018 (most recent of 3 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 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 | $49,135 |
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 | $20,698 | $43,110-52.0% | $156,549-86.8% | $65,292-68.3% |
| Participation rate | 69.4% | 69.3%+0.1pp | 84.0%-14.6pp | 72.4%-3.0pp |
| Annual return | 7.92% | 11.24%-3.3pp | 32.23%-24.3pp | 11.84%-3.9pp |
| Employer contribution / active EE | $1,796 | $1,702+5.5% | $5,501-67.3% | $2,302-22.0% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $29 | $47-38.0% | $13,027-99.8% | $57-48.9% |