Filed February 10, 2014
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 | $2,386 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,020 | $138,347-27.7% | $184,203-45.7% | $80,856+23.7% |
| Participation rate | 98.9% | 83.9%+15.1pp | 86.8%+12.1pp | 67.6%+31.3pp |
| Annual return | 11.14% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,609 | $4,850-5.0% | $6,427-28.3% | $2,755+67.3% |
| Participant deferral / active EE | $6,149 | $7,071-13.0% | $9,131-32.7% | $4,296+43.1% |
| Admin fee / account holder | $21 | $10,483-99.8% | $13,901-99.8% | $6,918-99.7% |