Filed June 12, 2014
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 | $13,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $15,397 | $59,186-74.0% | $76,768-79.9% | $56,287-72.6% |
| Participation rate | 69.3% | 75.2%-5.9pp | 77.0%-7.7pp | 69.9%-0.6pp |
| Annual return | -5.31% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.6pp |
| Employer contribution / active EE | $853 | $1,759-51.5% | $2,485-65.7% | $2,111-59.6% |
| Participant deferral / active EE | $1,123 | $3,255-65.5% | $3,852-70.8% | $3,350-66.5% |
| Admin fee / account holder | $131 | $489-73.1% | $6,675-98.0% | $521-74.8% |