Filed February 17, 2014
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 35-0145825 | Loan Processing | $15,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,453 | $36,916-55.4% | $156,549-89.5% | $57,658-71.5% |
| Participation rate | 35.5% | 63.4%-27.9pp | 84.0%-48.5pp | 70.2%-34.7pp |
| Annual return | 5.66% | 12.38%-6.7pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $340 | $1,571-78.3% | $5,501-93.8% | $1,974-82.8% |
| Participant deferral / active EE | $464 | $1,926-75.9% | $4,871-90.5% | $3,061-84.8% |
| Admin fee / account holder | $1 | $82-99.2% | $13,027-100.0% | $95-99.3% |