Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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 4-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 | $744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,399 | $47,078+177.0% | $100,671+29.5% | $55,191+136.3% |
| Participation rate | 86.5% | 58.0%+28.5pp | 70.7%+15.8pp | 69.2%+17.3pp |
| Annual return | 0.59% | 0.65%-0.1pp | 20.43%-19.8pp | 10.78%-10.2pp |
| Employer contribution / active EE | $10,873 | $1,065+920.5% | $4,012+171.0% | $1,899+472.7% |
| Participant deferral / active EE | $11,822 | $2,038+480.0% | $3,144+276.1% | $3,046+288.1% |
| Admin fee / account holder | $2 | $153-98.5% | $4,850-100.0% | $91-97.4% |