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 | $234,316 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,656 | $72,066-35.3% | $81,930-43.1% | $90,288-48.3% |
| Participation rate | 48.7% | 78.9%-30.2pp | 72.0%-23.3pp | 73.4%-24.6pp |
| Annual return | 16.53% | 15.92%+0.6pp | 29.49%-13.0pp | 53.97%-37.4pp |
| Employer contribution / active EE | $353 | $2,335-84.9% | $4,310-91.8% | $2,524-86.0% |
| Participant deferral / active EE | $1,668 | $3,557-53.1% | $7,107-76.5% | $4,232-60.6% |
| Admin fee / account holder | $80 | $92-13.7% | $5,158-98.5% | $114-30.0% |