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 | $61,099 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,064 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,066 | $72,254-69.5% | $86,677-74.5% | $64,808-66.0% |
| Participation rate | 98.6% | 80.4%+18.2pp | 76.6%+22.0pp | 71.5%+27.2pp |
| Annual return | -17.25% | 392.42%-409.7pp | 35.91%-53.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,682 | $2,393+12.1% | $2,836-5.4% | $2,506+7.0% |
| Participant deferral / active EE | $5,065 | $4,658+8.7% | $4,656+8.8% | $4,310+17.5% |
| Admin fee / account holder | $222 | $174+27.4% | $7,493-97.0% | $188+18.0% |