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 | $189,461 |
Service code 16 · EIN 04-2675571 | Consulting | $10,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,903 | $56,485-61.2% | $185,823-88.2% | $86,799-74.8% |
| Participation rate | 96.9% | 65.5%+31.4pp | 81.7%+15.2pp | 72.3%+24.6pp |
| Annual return | 13.44% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.5pp |
| Employer contribution / active EE | $364 | $1,843-80.2% | $5,167-93.0% | $2,405-84.9% |
| Participant deferral / active EE | $1,771 | $2,553-30.7% | $5,568-68.2% | $4,131-57.1% |
| Admin fee / account holder | $13 | $150-91.6% | $16,237-99.9% | $170-92.5% |