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 | $56,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,900 | $81,321-22.7% | $68,509-8.2% | $59,188+6.3% |
| Participation rate | 52.4% | 83.8%-31.4pp | 74.7%-22.3pp | 69.4%-17.0pp |
| Annual return | 0.34% | 4.65%-4.3pp | 8.27%-7.9pp | 5.51%-5.2pp |
| Employer contribution / active EE | $561 | $3,297-83.0% | $2,278-75.4% | $2,098-73.3% |
| Participant deferral / active EE | $2,377 | $4,592-48.2% | $3,382-29.7% | $3,265-27.2% |
| Admin fee / account holder | $22 | $62-65.0% | $5,275-99.6% | $92-76.5% |