Filed September 13, 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 9-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 | $2,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,711 | $32,425-36.1% | $74,583-72.2% | $55,167-62.5% |
| Participation rate | 17.9% | 54.0%-36.1pp | 68.1%-50.3pp | 69.0%-51.1pp |
| Annual return | 24.74% | 10.63%+14.1pp | 20.47%+4.3pp | 169.23%-144.5pp |
| Employer contribution / active EE | $578 | $1,043-44.6% | $2,525-77.1% | $1,963-70.6% |
| Participant deferral / active EE | $1,101 | $1,995-44.8% | $3,458-68.1% | $3,054-63.9% |
| Admin fee / account holder | $80 | $748-89.3% | $4,138-98.1% | $504-84.1% |