Filed January 13, 2021 (most recent of 6 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 | $41,272 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,576 | $72,254-2.3% | $86,677-18.6% | $64,808+8.9% |
| Participation rate | 86.8% | 80.4%+6.3pp | 76.6%+10.2pp | 71.5%+15.3pp |
| Annual return | -15.26% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,007 | $4,658+7.5% | $4,656+7.6% | $4,310+16.2% |
| Admin fee / account holder | $77 | $174-55.5% | $7,493-99.0% | $188-58.8% |