Filed December 2, 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 6-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 | $38,231 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,782 | $73,404-73.1% | $87,100-77.3% | $67,579-70.7% |
| Participation rate | 85.0% | 80.9%+4.2pp | 76.9%+8.2pp | 71.3%+13.7pp |
| Annual return | 0.00% | 48.29%-48.3pp | 28.19%-28.2pp | 378.56%-378.6pp |
| Employer contribution / active EE | $920 | $2,014-54.3% | $2,521-63.5% | $2,148-57.2% |
| Participant deferral / active EE | $1,470 | $3,913-62.4% | $4,049-63.7% | $3,539-58.5% |
| Admin fee / account holder | $138 | $142-2.9% | $7,497-98.2% | $142-3.3% |