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 | $3,163 |
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 | $103,805 | $74,347+39.6% | $93,606+10.9% | $67,579+53.6% |
| Participation rate | 31.5% | 80.6%-49.1pp | 75.8%-44.3pp | 71.3%-39.7pp |
| Annual return | 24.98% | 28.07%-3.1pp | 32.76%-7.8pp | 378.56%-353.6pp |
| Employer contribution / active EE | $727 | $2,583-71.9% | $2,718-73.3% | $2,148-66.2% |
| Participant deferral / active EE | $1,621 | $4,060-60.1% | $4,069-60.2% | $3,539-54.2% |
| Admin fee / account holder | $13 | $123-89.8% | $7,888-99.8% | $142-91.2% |