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 | $203,677 |
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 | $50,449 | $45,000+12.1% | $143,757-64.9% | $77,904-35.2% |
| Participation rate | 99.8% | 66.8%+32.9pp | 80.3%+19.5pp | 73.7%+26.1pp |
| Annual return | -16.70% | 29.03%-45.7pp | -0.04%-16.7pp | 12.21%-28.9pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,873 | $3,157+86.0% | $5,637+4.2% | $4,806+22.2% |
| Admin fee / account holder | $98 | $98-0.4% | $14,673-99.3% | $133-26.0% |