Filed February 13, 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 35-0145825 | Loan Processing | $148,336 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,931 | $47,456-70.6% | $172,739-91.9% | $77,787-82.1% |
| Participation rate | 99.5% | 66.3%+33.2pp | 82.6%+16.9pp | 73.2%+26.3pp |
| Annual return | 19.62% | 35.57%-16.0pp | 802.84%-783.2pp | 32.57%-13.0pp |
| Employer contribution / active EE | $262 | $1,574-83.4% | $5,143-94.9% | $2,504-89.5% |
| Participant deferral / active EE | $1,258 | $2,560-50.9% | $5,198-75.8% | $3,967-68.3% |
| Admin fee / account holder | $11 | $81-86.8% | $13,954-99.9% | $100-89.3% |