Filed December 25, 2013
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 04-2647786 | Loan Processing | $17,856 |
Employer 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 | $50,168 | $80,211-37.5% | $74,183-32.4% | $63,975-21.6% |
| Participation rate | 70.1% | 84.2%-14.0pp | 76.6%-6.5pp | 71.1%-1.0pp |
| Annual return | 7.63% | 14.13%-6.5pp | 17.74%-10.1pp | 48.65%-41.0pp |
| Employer contribution / active EE | $397 | $2,553-84.5% | $2,370-83.3% | $2,182-81.8% |
| Participant deferral / active EE | $2,146 | $4,370-50.9% | $3,550-39.5% | $3,356-36.1% |
| Admin fee / account holder | $10 | $67-84.7% | $5,586-99.8% | $70-85.4% |