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 | $5,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,257 | $68,544-20.8% | $115,752-53.1% | $69,631-22.1% |
| Participation rate | 63.5% | 74.0%-10.4pp | 77.8%-14.3pp | 70.7%-7.2pp |
| Annual return | 17.70% | 20.97%-3.3pp | 19.41%-1.7pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $689 | $2,400-71.3% | $3,492-80.3% | $2,032-66.1% |
| Participant deferral / active EE | $2,130 | $3,887-45.2% | $5,204-59.1% | $3,224-33.9% |
| Admin fee / account holder | $20 | $90-78.2% | $6,278-99.7% | $110-82.2% |