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 | $5,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,118 | $65,820-29.9% | $108,745-57.6% | $57,658-20.0% |
| Participation rate | 58.4% | 72.7%-14.3pp | 77.7%-19.3pp | 70.2%-11.8pp |
| Annual return | 5.64% | 21.32%-15.7pp | 46.22%-40.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $607 | $2,285-73.4% | $3,323-81.7% | $1,974-69.2% |
| Participant deferral / active EE | $1,854 | $3,578-48.2% | $5,121-63.8% | $3,061-39.4% |
| Admin fee / account holder | $14 | $91-84.6% | $6,144-99.8% | $95-85.1% |