Filed April 22, 2016 (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 | $3,228 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,842 | $70,667-47.9% | $123,104-70.1% | $52,331-29.6% |
| Participation rate | 85.3% | 83.7%+1.5pp | 86.8%-1.5pp | 68.1%+17.2pp |
| Annual return | 0.42% | 6.23%-5.8pp | 13.22%-12.8pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,633 | $2,946-44.6% | $5,151-68.3% | $1,882-13.2% |
| Participant deferral / active EE | $2,351 | $4,493-47.7% | $6,230-62.3% | $3,022-22.2% |
| Admin fee / account holder | $28 | $506-94.5% | $9,015-99.7% | $592-95.3% |