Filed August 20, 2014 (most recent of 4 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 | $151,199 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,476 | $58,758-3.9% | $70,014-19.3% | $63,975-11.7% |
| Participation rate | 46.5% | 77.5%-31.0pp | 71.8%-25.4pp | 71.1%-24.7pp |
| Annual return | 43.91% | 18.05%+25.9pp | 12.99%+30.9pp | 48.65%-4.7pp |
| Employer contribution / active EE | $184 | $1,973-90.7% | $2,338-92.1% | $2,182-91.6% |
| Participant deferral / active EE | $1,507 | $2,912-48.2% | $2,931-48.6% | $3,356-55.1% |
| Admin fee / account holder | $85 | $71+20.2% | $4,380-98.1% | $70+21.2% |