Filed May 6, 2015
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 | $1,369 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,315 | $27,641+179.7% | $61,373+26.0% | $68,494+12.9% |
| Participation rate | 98.6% | 39.5%+59.1pp | 52.6%+46.0pp | 67.9%+30.7pp |
| Annual return | -12.77% | -13.24%+0.5pp | 338.61%-351.4pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,975 | $695+327.7% | $1,159+156.6% | $2,596+14.6% |
| Participant deferral / active EE | $5,947 | $1,263+370.8% | $2,125+179.9% | $4,027+47.7% |
| Admin fee / account holder | $14 | $2,010-99.3% | $2,130-99.3% | $5,403-99.7% |