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 | $2,172 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,267 | $27,915+191.1% | $58,482+39.0% | $75,163+8.1% |
| Participation rate | 94.7% | 38.8%+55.9pp | 50.9%+43.9pp | 67.2%+27.5pp |
| Annual return | 15.70% | 44.20%-28.5pp | 4239.32%-4223.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,739 | $669+608.4% | $1,053+350.0% | $2,670+77.5% |
| Participant deferral / active EE | $10,221 | $1,201+750.9% | $1,924+431.3% | $4,125+147.8% |
| Admin fee / account holder | $21 | $1,726-98.8% | $2,516-99.2% | $5,651-99.6% |