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 | $40,152 |
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.
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 | $18,012 | $47,456-62.0% | $172,739-89.6% | $77,787-76.8% |
| Participation rate | 20.4% | 66.3%-45.9pp | 82.6%-62.2pp | 73.2%-52.8pp |
| Annual return | 17.20% | 35.57%-18.4pp | 802.84%-785.6pp | 32.57%-15.4pp |
| Employer contribution / active EE | $241 | $1,574-84.7% | $5,143-95.3% | $2,504-90.4% |
| Participant deferral / active EE | $369 | $2,560-85.6% | $5,198-92.9% | $3,967-90.7% |
| Admin fee / account holder | $81 | $81-0.2% | $13,954-99.4% | $100-19.3% |