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 | $240,669 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,215 | $77,197-32.4% | $86,874-39.9% | $93,030-43.9% |
| Participation rate | 47.9% | 78.2%-30.3pp | 71.6%-23.7pp | 73.9%-26.0pp |
| Annual return | 14.35% | 16.31%-2.0pp | 63.52%-49.2pp | 158.70%-144.4pp |
| Employer contribution / active EE | $339 | $2,514-86.5% | $2,495-86.4% | $2,706-87.5% |
| Participant deferral / active EE | $1,844 | $3,831-51.9% | $3,699-50.2% | $4,562-59.6% |
| Admin fee / account holder | $83 | $105-20.8% | $5,828-98.6% | $152-45.2% |