Filed August 23, 2012
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 04-2647786 | Loan Processing | $146,914 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,700 | $130,141-47.2% | $86,677-20.7% | $77,904-11.8% |
| Participation rate | 94.7% | 85.9%+8.8pp | 76.6%+18.2pp | 73.7%+21.1pp |
| Annual return | -13.92% | -12.75%-1.2pp | 35.91%-49.8pp | 12.21%-26.1pp |
| Employer contribution / active EE | $3,031 | $3,220-5.9% | $2,836+6.8% | $2,848+6.4% |
| Participant deferral / active EE | $5,709 | $5,757-0.8% | $4,656+22.6% | $4,806+18.8% |
| Admin fee / account holder | $87 | $132-33.9% | $7,493-98.8% | $133-34.3% |