Filed January 9, 2015
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 | $22,811 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,775 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,597 | $69,823-59.0% | $77,163-62.9% | $74,419-61.6% |
| Participation rate | 90.6% | 70.0%+20.5pp | 69.6%+21.0pp | 70.7%+19.8pp |
| Annual return | 12.43% | 19.98%-7.5pp | 37.87%-25.4pp | 34.38%-21.9pp |
| Employer contribution / active EE | $2,646 | $2,150+23.1% | $2,535+4.4% | $2,637+0.3% |
| Participant deferral / active EE | $2,295 | $3,558-35.5% | $3,833-40.1% | $4,528-49.3% |
| Admin fee / account holder | $213 | $398-46.4% | $5,472-96.1% | $348-38.8% |