Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
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 6-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 | $6,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,795 | $57,435-41.2% | $105,218-67.9% | $55,191-38.8% |
| Participation rate | 60.2% | 71.3%-11.2pp | 77.2%-17.0pp | 69.2%-9.0pp |
| Annual return | 0.19% | 2.97%-2.8pp | 5.33%-5.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $581 | $1,920-69.7% | $3,255-82.2% | $1,899-69.4% |
| Participant deferral / active EE | $1,835 | $3,495-47.5% | $4,867-62.3% | $3,046-39.8% |
| Admin fee / account holder | $11 | $70-84.4% | $6,992-99.8% | $91-87.9% |