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 | $15,870 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,328 | $37,213-66.9% | $156,549-92.1% | $63,975-80.7% |
| Participation rate | 95.3% | 65.0%+30.3pp | 84.0%+11.3pp | 71.1%+24.1pp |
| Annual return | 7.61% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $1,551 | $1,357+14.3% | $5,501-71.8% | $2,182-28.9% |
| Participant deferral / active EE | $1,663 | $2,070-19.7% | $4,871-65.9% | $3,356-50.5% |
| Admin fee / account holder | $13 | $56-76.1% | $13,027-99.9% | $70-80.9% |