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 | $13,936 |
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 | $16,444 | $73,638-77.7% | $95,952-82.9% | $73,488-77.6% |
| Participation rate | 74.8% | 76.2%-1.3pp | 77.1%-2.3pp | 70.7%+4.1pp |
| Annual return | 21.32% | 16.78%+4.5pp | 91.61%-70.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $1,128 | $1,863-39.5% | $2,541-55.6% | $2,270-50.3% |
| Participant deferral / active EE | $1,422 | $3,617-60.7% | $4,167-65.9% | $3,740-62.0% |
| Admin fee / account holder | $133 | $482-72.4% | $6,795-98.0% | $513-74.1% |