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 | $47,534 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,913 | $88,890-67.5% | $102,423-71.8% | $77,643-62.8% |
| Participation rate | 66.2% | 80.9%-14.7pp | 76.5%-10.3pp | 70.6%-4.4pp |
| Annual return | 13.92% | 24.98%-11.1pp | 29.32%-15.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,552 | $2,698-42.5% | $3,023-48.7% | $2,726-43.1% |
| Participant deferral / active EE | $2,977 | $5,145-42.1% | $5,053-41.1% | $4,647-35.9% |
| Admin fee / account holder | $176 | $235-25.3% | $9,451-98.1% | $430-59.2% |