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 37 · EIN 04-2647786 | Loan Processing | $50,475 |
Service code 55 · EIN 35-2552359 | Other Commissions | $43,921 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429259 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,002 | $75,289-78.7% | $75,826-78.9% | $75,289-78.7% |
| Participation rate | 90.4% | 72.4%+18.0pp | 68.2%+22.2pp | 72.4%+18.0pp |
| Annual return | -7.54% | -0.04%-7.5pp | 1914.15%-1921.7pp | -0.04%-7.5pp |
| Employer contribution / active EE | $847 | $2,405-64.8% | $1,913-55.7% | $2,405-64.8% |
| Participant deferral / active EE | $3,125 | $3,739-16.4% | $2,862+9.2% | $3,739-16.4% |
| Admin fee / account holder | $39 | $102-61.5% | $4,726-99.2% | $102-61.5% |