Filed March 30, 2015 (most recent of 2 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 | $52,286 |
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 | $127,756 | $102,553+24.6% | $151,611-15.7% | $66,914+90.9% |
| Participation rate | 96.6% | 85.5%+11.1pp | 87.5%+9.1pp | 69.8%+26.8pp |
| Annual return | -15.39% | -10.82%-4.6pp | 3.33%-18.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $4,775 | $4,180+14.2% | $6,166-22.6% | $2,544+87.7% |
| Participant deferral / active EE | $7,100 | $6,641+6.9% | $8,363-15.1% | $4,237+67.6% |
| Admin fee / account holder | $157 | $630-75.1% | $11,616-98.7% | $593-73.6% |