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 | $137,004 |
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 | $75,916 | $104,697-27.5% | $96,544-21.4% | $80,160-5.3% |
| Participation rate | 95.5% | 86.4%+9.2pp | 76.0%+19.6pp | 72.9%+22.6pp |
| Annual return | 17.03% | 21.78%-4.8pp | 25.84%-8.8pp | 40.38%-23.4pp |
| Employer contribution / active EE | $3,047 | $3,536-13.8% | $2,965+2.8% | $2,978+2.3% |
| Participant deferral / active EE | $5,744 | $6,188-7.2% | $4,851+18.4% | $5,017+14.5% |
| Admin fee / account holder | $76 | $107-29.0% | $8,252-99.1% | $145-47.7% |