Filed October 16, 2015
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 7-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 35-0145825 | Loan Processing | $14,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $22,686 | $47,977-52.7% | $154,107-85.3% | $56,287-59.7% |
| Participation rate | 48.9% | 66.2%-17.3pp | 83.0%-34.1pp | 69.9%-21.0pp |
| Annual return | -1.76% | 3.54%-5.3pp | 735.12%-736.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $665 | $2,169-69.4% | $5,298-87.5% | $2,111-68.5% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $438-99.7% | $13,411-100.0% | $521-99.8% |