Filed January 23, 2013 (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 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 | $4,356 |
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 | $54,014 | $39,458+36.9% | $60,547-10.8% | $55,191-2.1% |
| Participation rate | 64.1% | 59.6%+4.5pp | 68.0%-3.8pp | 69.2%-5.0pp |
| Annual return | 0.29% | 3.35%-3.1pp | 335.64%-335.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,576 | $1,210+30.3% | $2,419-34.9% | $1,899-17.0% |
| Participant deferral / active EE | $3,022 | $2,140+41.2% | $3,328-9.2% | $3,046-0.8% |
| Admin fee / account holder | $10 | $95-89.4% | $4,536-99.8% | $91-88.9% |