Filed December 27, 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 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 | $18,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,656 | $80,211-45.6% | $74,183-41.2% | $63,975-31.8% |
| Participation rate | 90.7% | 84.2%+6.5pp | 76.6%+14.1pp | 71.1%+19.6pp |
| Annual return | 14.65% | 14.13%+0.5pp | 17.74%-3.1pp | 48.65%-34.0pp |
| Employer contribution / active EE | $1,703 | $2,553-33.3% | $2,370-28.2% | $2,182-22.0% |
| Participant deferral / active EE | $4,924 | $4,370+12.7% | $3,550+38.7% | $3,356+46.7% |
| Admin fee / account holder | $12 | $67-81.6% | $5,586-99.8% | $70-82.5% |