Filed October 24, 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 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 | $11,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,792 | $56,485+230.7% | $185,823+0.5% | $86,799+115.2% |
| Participation rate | 61.2% | 65.5%-4.3pp | 81.7%-20.5pp | 72.3%-11.1pp |
| Annual return | 31.20% | 118.04%-86.8pp | 122.05%-90.8pp | 97.91%-66.7pp |
| Employer contribution / active EE | $15,908 | $1,843+763.3% | $5,167+207.9% | $2,405+561.4% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $32 | $150-78.4% | $16,237-99.8% | $170-80.9% |