Filed February 26, 2015 (most recent of 2 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 55 · EIN 35-2552359 | Other Commissions | $34,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,934 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,329 | $77,958-76.5% | $78,210-76.6% | $77,958-76.5% |
| Participation rate | 89.1% | 71.6%+17.4pp | 68.7%+20.3pp | 71.6%+17.4pp |
| Annual return | 18.78% | 20.87%-2.1pp | 40.90%-22.1pp | 20.87%-2.1pp |
| Employer contribution / active EE | $767 | $2,310-66.8% | $2,034-62.3% | $2,310-66.8% |
| Participant deferral / active EE | $2,779 | $3,537-21.4% | $2,823-1.5% | $3,537-21.4% |
| Admin fee / account holder | $27 | $97-72.1% | $3,758-99.3% | $97-72.1% |