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 | -$31,159 |
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 | $175,757 | $39,898+340.5% | $121,196+45.0% | $55,725+215.4% |
| Participation rate | 73.4% | 61.2%+12.2pp | 71.7%+1.7pp | 70.9%+2.6pp |
| Annual return | -5.63% | -0.96%-4.7pp | 16.93%-22.6pp | 244.93%-250.6pp |
| Employer contribution / active EE | $9,684 | $1,295+647.7% | $4,022+140.8% | $2,078+366.0% |
| Participant deferral / active EE | $11,269 | $2,439+362.1% | $3,344+236.9% | $3,356+235.8% |
| Admin fee / account holder | -$94 | $95-199.3% | $5,019-101.9% | $115-182.0% |