Filed November 22, 2010
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 | $9,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,741 | $93,571-20.1% | $135,903-45.0% | $75,163-0.6% |
| Participation rate | 69.3% | 75.2%-5.8pp | 81.9%-12.6pp | 67.2%+2.1pp |
| Annual return | 23.10% | 30.90%-7.8pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $691 | $3,537-80.5% | $4,856-85.8% | $2,670-74.1% |
| Participant deferral / active EE | $10,523 | $6,404+64.3% | $7,758+35.6% | $4,125+155.1% |
| Admin fee / account holder | $86 | $6,975-98.8% | $10,762-99.2% | $5,651-98.5% |