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 | $239,341 |
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 | $62,631 | $57,610+8.7% | $154,803-59.5% | $102,872-39.1% |
| Participation rate | 89.1% | 59.5%+29.7pp | 78.1%+11.1pp | 73.0%+16.1pp |
| Annual return | 16.64% | 30.49%-13.8pp | 58.88%-42.2pp | 19.06%-2.4pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $5,057 | $2,914+73.5% | $5,540-8.7% | $5,535-8.6% |
| Admin fee / account holder | $93 | $368-74.6% | $14,329-99.3% | $292-68.0% |