Filed May 29, 2015 (most recent of 4 filings on file)
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 | $10,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,142 | $103,685-75.8% | $105,387-76.1% | $65,185-61.4% |
| Participation rate | 53.5% | 83.2%-29.7pp | 82.6%-29.1pp | 70.2%-16.7pp |
| Annual return | -4.37% | 23.88%-28.3pp | 26.82%-31.2pp | 29.38%-33.8pp |
| Employer contribution / active EE | $3,483 | $3,842-9.3% | $4,213-17.3% | $2,177+60.0% |
| Participant deferral / active EE | $2,407 | $5,634-57.3% | $5,502-56.3% | $3,514-31.5% |
| Admin fee / account holder | $92 | $399-76.9% | $6,559-98.6% | $847-89.1% |