Filed October 28, 2013
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 | $196,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $67,623 | $67,512+0.2% | $185,823-63.6% | $93,030-27.3% |
| Participation rate | 67.9% | 67.1%+0.7pp | 81.7%-13.8pp | 73.9%-6.0pp |
| Annual return | 14.03% | 21.04%-7.0pp | 122.05%-108.0pp | 158.70%-144.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $4,224 | $3,035+39.1% | $5,568-24.1% | $4,562-7.4% |
| Admin fee / account holder | $107 | $318-66.3% | $16,237-99.3% | $152-29.3% |