Filed November 17, 2015
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 | $19,883 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,616 | $91,051-70.8% | $88,497-69.9% | $55,167-51.8% |
| Participation rate | 84.3% | 79.5%+4.7pp | 82.4%+1.9pp | 69.0%+15.3pp |
| Annual return | 7.14% | 9.63%-2.5pp | 7.63%-0.5pp | 169.23%-162.1pp |
| Employer contribution / active EE | $872 | $3,430-74.6% | $4,036-78.4% | $1,963-55.5% |
| Participant deferral / active EE | $3,120 | $4,954-37.0% | $4,899-36.3% | $3,054+2.2% |
| Admin fee / account holder | $72 | $539-86.7% | $6,220-98.8% | $504-85.8% |