Filed August 3, 2012 (most recent of 3 filings on file)
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 | $18,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $99,147 | $82,279+20.5% | $77,999+27.1% | $63,975+55.0% |
| Participation rate | 63.3% | 84.7%-21.3pp | 75.5%-12.2pp | 71.1%-7.8pp |
| Annual return | 6.30% | 11.20%-4.9pp | 425.96%-419.7pp | 48.65%-42.3pp |
| Employer contribution / active EE | $1,693 | $3,297-48.6% | $2,470-31.5% | $2,182-22.4% |
| Participant deferral / active EE | $4,236 | $4,538-6.7% | $3,497+21.1% | $3,356+26.2% |
| Admin fee / account holder | $13 | $81-83.8% | $5,480-99.8% | $70-81.2% |