Filed June 14, 2016 (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 | $118,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $82,659 | $43,110+91.7% | $156,549-47.2% | $65,292+26.6% |
| Participation rate | 64.8% | 69.3%-4.5pp | 84.0%-19.2pp | 72.4%-7.6pp |
| Annual return | 8.03% | 11.24%-3.2pp | 32.23%-24.2pp | 11.84%-3.8pp |
| Employer contribution / active EE | $2,270 | $1,702+33.4% | $5,501-58.7% | $2,302-1.4% |
| Participant deferral / active EE | $4,295 | $2,520+70.4% | $4,871-11.8% | $3,579+20.0% |
| Admin fee / account holder | $25 | $47-48.1% | $13,027-99.8% | $57-57.3% |