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 | $14,312 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,455 | $65,435-71.8% | $86,677-78.7% | $66,914-72.4% |
| Participation rate | 73.4% | 75.5%-2.1pp | 76.6%-3.2pp | 69.8%+3.6pp |
| Annual return | -16.79% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,486 | $2,153-31.0% | $2,836-47.6% | $2,544-41.6% |
| Participant deferral / active EE | $1,830 | $4,100-55.4% | $4,656-60.7% | $4,237-56.8% |
| Admin fee / account holder | $142 | $642-77.8% | $7,493-98.1% | $593-76.0% |