Filed May 1, 2014
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 9-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 | $322,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,468 | $67,598-22.4% | $75,886-30.9% | $77,787-32.5% |
| Participation rate | 69.0% | 69.6%-0.5pp | 69.3%-0.3pp | 73.2%-4.2pp |
| Annual return | 22.99% | 23.18%-0.2pp | 30.76%-7.8pp | 32.57%-9.6pp |
| Employer contribution / active EE | $626 | $2,430-74.2% | $2,500-75.0% | $2,504-75.0% |
| Participant deferral / active EE | $3,144 | $3,502-10.2% | $3,603-12.7% | $3,967-20.8% |
| Admin fee / account holder | $105 | $96+8.9% | $5,418-98.1% | $100+4.9% |