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 13 · EIN 35-1140070 | Contract Administrator | $9,706 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,232 | $46,292+272.1% | $143,757+19.8% | $64,808+165.8% |
| Participation rate | 68.6% | 64.2%+4.3pp | 80.3%-11.7pp | 71.5%-2.9pp |
| Annual return | 1.72% | -10.05%+11.8pp | -0.04%+1.8pp | 32.82%-31.1pp |
| Employer contribution / active EE | $11,512 | $1,910+502.8% | $4,951+132.5% | $2,506+359.4% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $25 | $154-84.1% | $14,673-99.8% | $188-86.9% |