Filed October 24, 2013
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 6-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 | $151,854 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $243,954 | $115,744+110.8% | $100,391+143.0% | $199,593+22.2% |
| Participation rate | 75.0% | 85.7%-10.7pp | 81.5%-6.5pp | 72.0%+3.0pp |
| Annual return | 13.10% | 17.79%-4.7pp | 49.20%-36.1pp | 34.25%-21.2pp |
| Employer contribution / active EE | $6,617 | $3,657+80.9% | $3,942+67.9% | $3,034+118.1% |
| Participant deferral / active EE | $8,352 | $9,844-15.2% | $8,082+3.3% | $5,087+64.2% |
| Admin fee / account holder | $83 | $93-10.1% | $7,899-98.9% | $269-68.9% |