Filed December 5, 2013
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 | $7,593 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,804 | $72,254-62.9% | $86,677-69.1% | $64,808-58.6% |
| Participation rate | 83.0% | 80.4%+2.6pp | 76.6%+6.5pp | 71.5%+11.6pp |
| Annual return | -16.99% | 392.42%-409.4pp | 35.91%-52.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,193 | $2,393-50.2% | $2,836-58.0% | $2,506-52.4% |
| Participant deferral / active EE | $1,402 | $4,658-69.9% | $4,656-69.9% | $4,310-67.5% |
| Admin fee / account holder | $16 | $174-90.8% | $7,493-99.8% | $188-91.5% |