Filed May 12, 2015 (most recent of 3 filings on file)
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 | -$14,386 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,411 | $99,016+107.5% | $93,789+119.0% | $66,914+207.0% |
| Participation rate | 95.0% | 82.1%+12.9pp | 81.0%+14.0pp | 69.8%+25.2pp |
| Annual return | -18.88% | -14.59%-4.3pp | -11.33%-7.6pp | 1.58%-20.5pp |
| Employer contribution / active EE | $3,611 | $4,769-24.3% | $4,323-16.5% | $2,544+41.9% |
| Participant deferral / active EE | $11,241 | $6,689+68.0% | $6,094+84.4% | $4,237+165.3% |
| Admin fee / account holder | -$59 | $477-112.4% | $7,195-100.8% | $593-109.9% |