Filed January 27, 2015 (most recent of 5 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 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 | $91,982 |
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 | $122,162 | $112,686+8.4% | $169,993-28.1% | $80,160+52.4% |
| Participation rate | 95.0% | 87.4%+7.6pp | 87.0%+8.0pp | 72.9%+22.0pp |
| Annual return | 201.92% | 67.04%+134.9pp | 53.37%+148.5pp | 40.38%+161.5pp |
| Employer contribution / active EE | $6,257 | $4,481+39.6% | $6,785-7.8% | $2,978+110.1% |
| Participant deferral / active EE | $5,528 | $7,876-29.8% | $10,408-46.9% | $5,017+10.2% |
| Admin fee / account holder | $52 | $99-47.5% | $12,815-99.6% | $145-64.1% |