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 | $71,532 |
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 that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,784 | $45,000-56.0% | $143,757-86.2% | $77,904-74.6% |
| Participation rate | 24.1% | 66.8%-42.8pp | 80.3%-56.2pp | 73.7%-49.6pp |
| Annual return | -13.08% | 29.03%-42.1pp | -0.04%-13.0pp | 12.21%-25.3pp |
| Employer contribution / active EE | $346 | $1,870-81.5% | $4,951-93.0% | $2,848-87.8% |
| Participant deferral / active EE | $546 | $3,157-82.7% | $5,637-90.3% | $4,806-88.6% |
| Admin fee / account holder | $126 | $98+27.7% | $14,673-99.1% | $133-5.1% |