Filed December 15, 2011
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 | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,137 | $37,039-56.4% | $147,614-89.1% | $59,188-72.7% |
| Participation rate | 15.3% | 63.8%-48.5pp | 84.6%-69.3pp | 69.4%-54.1pp |
| Annual return | -0.20% | 7.19%-7.4pp | 61.98%-62.2pp | 5.51%-5.7pp |
| Employer contribution / active EE | $169 | $1,353-87.5% | $5,564-97.0% | $2,098-92.0% |
| Participant deferral / active EE | $270 | $2,094-87.1% | $4,895-94.5% | $3,265-91.7% |
| Admin fee / account holder | $10 | $60-84.2% | $11,611-99.9% | $92-89.7% |