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 | $13,976 |
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 | $18,996 | $65,376-70.9% | $87,100-78.2% | $65,185-70.9% |
| Participation rate | 73.8% | 75.3%-1.5pp | 76.9%-3.1pp | 70.2%+3.6pp |
| Annual return | 18.49% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,097 | $1,822-39.8% | $2,521-56.5% | $2,177-49.6% |
| Participant deferral / active EE | $1,407 | $3,388-58.5% | $4,049-65.2% | $3,514-60.0% |
| Admin fee / account holder | $146 | $520-71.9% | $7,497-98.1% | $847-82.8% |