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 | -$37,650 |
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 | $111,218 | $88,730+25.3% | $82,313+35.1% | $77,958+42.7% |
| Participation rate | 94.1% | 84.5%+9.5pp | 76.9%+17.2pp | 71.6%+22.4pp |
| Annual return | 19.04% | 20.88%-1.8pp | 25.88%-6.8pp | 20.87%-1.8pp |
| Employer contribution / active EE | $3,480 | $2,758+26.2% | $2,428+43.3% | $2,310+50.6% |
| Participant deferral / active EE | $8,415 | $4,634+81.6% | $3,706+127.1% | $3,537+137.9% |
| Admin fee / account holder | -$22 | $74-129.8% | $5,608-100.4% | $97-122.6% |