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 | $3,712 |
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.
Annual investment return 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 | $15,776 | $37,213-57.6% | $156,549-89.9% | $63,975-75.3% |
| Participation rate | 15.2% | 65.0%-49.8pp | 84.0%-68.8pp | 71.1%-56.0pp |
| Annual return | 5.64% | 47.89%-42.2pp | 32.23%-26.6pp | 48.65%-43.0pp |
| Employer contribution / active EE | $167 | $1,357-87.7% | $5,501-97.0% | $2,182-92.4% |
| Participant deferral / active EE | $245 | $2,070-88.2% | $4,871-95.0% | $3,356-92.7% |
| Admin fee / account holder | $11 | $56-80.0% | $13,027-99.9% | $70-84.0% |