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 | -$134,812 |
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 | $126,345 | $105,247+20.0% | $87,100+45.1% | $77,787+62.4% |
| Participation rate | 92.9% | 85.8%+7.1pp | 76.9%+16.0pp | 73.2%+19.6pp |
| Annual return | 24.51% | 24.52%0pp | 28.19%-3.7pp | 32.57%-8.1pp |
| Employer contribution / active EE | $3,284 | $2,895+13.4% | $2,521+30.2% | $2,504+31.1% |
| Participant deferral / active EE | $8,574 | $5,060+69.4% | $4,049+111.8% | $3,967+116.1% |
| Admin fee / account holder | -$61 | $104-158.5% | $7,497-100.8% | $100-161.1% |