Filed March 27, 2015 (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 5-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 | $84,895 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,153 | $80,211+8.7% | $74,183+17.5% | $63,975+36.2% |
| Participation rate | 96.4% | 84.2%+12.3pp | 76.6%+19.8pp | 71.1%+25.3pp |
| Annual return | 173.77% | 14.13%+159.6pp | 17.74%+156.0pp | 48.65%+125.1pp |
| Employer contribution / active EE | $2,154 | $2,553-15.6% | $2,370-9.1% | $2,182-1.2% |
| Participant deferral / active EE | $2,701 | $4,370-38.2% | $3,550-23.9% | $3,356-19.5% |
| Admin fee / account holder | $21 | $67-69.2% | $5,586-99.6% | $70-70.7% |