Filed March 10, 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 | $3,219 |
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.
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 | $97,055 | $75,284+28.9% | $91,001+6.7% | $69,631+39.4% |
| Participation rate | 28.5% | 80.4%-51.9pp | 75.6%-47.1pp | 70.7%-42.2pp |
| Annual return | 22.28% | 48.40%-26.1pp | 4.60%+17.7pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $628 | $2,473-74.6% | $2,456-74.4% | $2,032-69.1% |
| Participant deferral / active EE | $1,265 | $3,700-65.8% | $3,547-64.3% | $3,224-60.7% |
| Admin fee / account holder | $14 | $111-87.1% | $5,417-99.7% | $110-87.1% |