Filed December 4, 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 | -$2,763 |
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 | $44,775 | $50,815-11.9% | $155,509-71.2% | $77,643-42.3% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.7pp |
| Annual return | 17.08% | 34.80%-17.7pp | 64.67%-47.6pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,963 | $1,993-1.5% | $4,672-58.0% | $2,726-28.0% |
| Participant deferral / active EE | $3,177 | $2,822+12.6% | $5,626-43.5% | $4,647-31.6% |
| Admin fee / account holder | -$8 | $437-101.7% | $15,912-100.0% | $430-101.8% |