Filed December 12, 2011
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 | $2,403 |
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 | $60,560 | $55,182+9.7% | $73,307-17.4% | $55,191+9.7% |
| Participation rate | 67.7% | 73.9%-6.2pp | 74.9%-7.2pp | 69.2%-1.4pp |
| Annual return | 4.32% | 8.55%-4.2pp | 5.67%-1.4pp | 10.78%-6.5pp |
| Employer contribution / active EE | $1,908 | $1,935-1.4% | $3,237-41.1% | $1,899+0.5% |
| Participant deferral / active EE | $5,243 | $4,641+13.0% | $4,991+5.0% | $3,046+72.1% |
| Admin fee / account holder | $5 | $68-92.4% | $5,637-99.9% | $91-94.3% |