Filed May 5, 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 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 | $11,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,474 | $65,061-14.7% | $143,757-61.4% | $66,914-17.1% |
| Participation rate | 69.6% | 65.2%+4.4pp | 80.3%-10.7pp | 69.8%-0.2pp |
| Annual return | -14.54% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,484 | $2,361-37.1% | $4,951-70.0% | $2,544-41.7% |
| Participant deferral / active EE | $4,129 | $2,919+41.5% | $5,637-26.8% | $4,237-2.6% |
| Admin fee / account holder | $53 | $502-89.4% | $14,673-99.6% | $593-91.0% |