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 | $158,840 |
Service code 16 · EIN 04-2675571 | Consulting | $67,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,015 | $56,095-69.7% | $178,490-90.5% | $90,288-81.2% |
| Participation rate | 99.4% | 65.6%+33.8pp | 81.9%+17.4pp | 73.4%+26.0pp |
| Annual return | 15.85% | 28.81%-13.0pp | 151.07%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $315 | $1,572-80.0% | $5,011-93.7% | $2,524-87.5% |
| Participant deferral / active EE | $1,456 | $2,669-45.4% | $5,202-72.0% | $4,232-65.6% |
| Admin fee / account holder | $17 | $101-82.7% | $13,984-99.9% | $114-84.7% |