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 | -$77,091 |
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 | $106,958 | $78,852+35.6% | $76,768+39.3% | $75,289+42.1% |
| Participation rate | 95.0% | 85.0%+10.0pp | 77.0%+18.0pp | 72.4%+22.6pp |
| Annual return | -4.94% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-4.9pp |
| Employer contribution / active EE | $3,410 | $2,794+22.0% | $2,485+37.2% | $2,405+41.8% |
| Participant deferral / active EE | $8,467 | $4,800+76.4% | $3,852+119.8% | $3,739+126.5% |
| Admin fee / account holder | -$40 | $79-150.6% | $6,675-100.6% | $102-139.0% |