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 | $3,950 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,785 | $45,382-65.2% | $154,107-89.8% | $75,289-79.0% |
| Participation rate | 19.2% | 65.9%-46.6pp | 83.0%-63.8pp | 72.4%-53.2pp |
| Annual return | -4.12% | -0.47%-3.7pp | 735.12%-739.2pp | -0.04%-4.1pp |
| Employer contribution / active EE | $215 | $1,533-86.0% | $5,298-95.9% | $2,405-91.1% |
| Participant deferral / active EE | $318 | $2,384-86.7% | $5,081-93.7% | $3,739-91.5% |
| Admin fee / account holder | $11 | $89-87.6% | $13,411-99.9% | $102-89.2% |