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 | $59,681 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $21,646 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,595 | $99,078-77.2% | $96,544-76.6% | $74,419-69.6% |
| Participation rate | 88.1% | 80.7%+7.4pp | 76.0%+12.2pp | 70.7%+17.4pp |
| Annual return | 13.93% | 22.48%-8.6pp | 25.84%-11.9pp | 34.38%-20.4pp |
| Employer contribution / active EE | $1,871 | $2,570-27.2% | $2,965-36.9% | $2,637-29.1% |
| Participant deferral / active EE | $3,488 | $4,933-29.3% | $4,851-28.1% | $4,528-23.0% |
| Admin fee / account holder | $184 | $225-18.1% | $8,252-97.8% | $348-47.1% |