Filed January 7, 2014 (most recent of 2 filings on file)
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 | -$3,650 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,170 | $72,770+36.3% | $67,652+46.6% | $55,191+79.7% |
| Participation rate | 92.1% | 78.8%+13.3pp | 75.7%+16.4pp | 69.2%+22.9pp |
| Annual return | 1.67% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,323 | $1,769+87.8% | $2,266+46.7% | $1,899+75.0% |
| Participant deferral / active EE | $7,684 | $3,408+125.5% | $3,560+115.9% | $3,046+152.2% |
| Admin fee / account holder | -$12 | $79-115.3% | $4,821-100.3% | $91-113.3% |