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 | $3,182 |
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 | $17,514 | $44,989-61.1% | $170,442-89.7% | $77,958-77.5% |
| Participation rate | 17.0% | 64.6%-47.6pp | 83.6%-66.6pp | 71.6%-54.6pp |
| Annual return | 12.86% | 19.61%-6.8pp | 205.93%-193.1pp | 20.87%-8.0pp |
| Employer contribution / active EE | $191 | $1,466-87.0% | $5,433-96.5% | $2,310-91.8% |
| Participant deferral / active EE | $281 | $2,208-87.3% | $4,939-94.3% | $3,537-92.1% |
| Admin fee / account holder | $10 | $69-85.3% | $13,880-99.9% | $97-89.6% |