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 | $55,026 |
Service code 55 · EIN 35-2552359 | Other Commissions | $50,367 |
ASSURANCE DIMENSIONS2 years Service code 10 · EIN 26-3429295 | Accounting | $6,500 |
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 | $20,296 | $77,787-73.9% | $88,538-77.1% | $77,787-73.9% |
| Participation rate | 80.3% | 73.2%+7.1pp | 68.7%+11.6pp | 73.2%+7.1pp |
| Annual return | 24.10% | 32.57%-8.5pp | 43.64%-19.5pp | 32.57%-8.5pp |
| Employer contribution / active EE | $748 | $2,504-70.1% | $2,098-64.3% | $2,504-70.1% |
| Participant deferral / active EE | $3,029 | $3,967-23.7% | $2,914+3.9% | $3,967-23.7% |
| Admin fee / account holder | $41 | $100-59.4% | $4,310-99.1% | $100-59.4% |