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 | $21,386 |
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 | $146,703 | $130,194+12.7% | $169,993-13.7% | $71,457+105.3% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | 16.21% | 20.37%-4.2pp | 53.37%-37.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $5,124 | $4,381+16.9% | $6,785-24.5% | $2,588+98.0% |
| Participant deferral / active EE | $7,805 | $6,923+12.7% | $10,408-25.0% | $4,289+82.0% |
| Admin fee / account holder | $63 | $966-93.4% | $12,815-99.5% | $1,587-96.0% |