Filed December 18, 2014 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,947 |
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 | $90,534 | $38,595+134.6% | $80,004+13.2% | $52,331+73.0% |
| Participation rate | 87.0% | 64.5%+22.4pp | 73.0%+13.9pp | 68.1%+18.9pp |
| Annual return | 2.56% | 2.04%+0.5pp | 7.63%-5.1pp | 4.54%-2.0pp |
| Employer contribution / active EE | $2,903 | $1,133+156.3% | $2,473+17.4% | $1,882+54.3% |
| Participant deferral / active EE | $7,253 | $2,318+212.8% | $3,204+126.4% | $3,022+140.0% |
| Admin fee / account holder | $27 | $304-91.0% | $5,033-99.5% | $592-95.4% |