Filed July 20, 2016
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 | $875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,690 | $79,523+105.8% | $140,016+16.9% | $56,287+190.8% |
| Participation rate | 93.3% | 85.7%+7.6pp | 87.5%+5.8pp | 69.9%+23.4pp |
| Annual return | -1.97% | 2.39%-4.4pp | 651.12%-653.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $5,004 | $3,350+49.4% | $5,606-10.7% | $2,111+137.1% |
| Participant deferral / active EE | $14,465 | $5,129+182.0% | $6,927+108.8% | $3,350+331.8% |
| Admin fee / account holder | $6 | $614-99.1% | $10,705-99.9% | $521-98.9% |