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 | $213,259 |
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 | $55,064 | $50,127+9.8% | $149,673-63.2% | $80,160-31.3% |
| Participation rate | 82.4% | 64.3%+18.2pp | 78.8%+3.7pp | 72.9%+9.5pp |
| Annual return | 17.38% | 29.82%-12.4pp | 134.42%-117.0pp | 40.38%-23.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,579 | $3,194+43.4% | $5,680-19.4% | $5,017-8.7% |
| Admin fee / account holder | $94 | $153-38.3% | $13,210-99.3% | $145-35.0% |