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 | $57,261 |
Service code 55 · EIN 35-2552359 | Other Commissions | $48,458 |
ASSURANCE DIMENSIONS3 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 | $23,162 | $90,288-74.3% | $93,406-75.2% | $90,288-74.3% |
| Participation rate | 90.1% | 73.4%+16.7pp | 66.8%+23.3pp | 73.4%+16.7pp |
| Annual return | 14.41% | 53.97%-39.6pp | 78.05%-63.6pp | 53.97%-39.6pp |
| Employer contribution / active EE | $1,045 | $2,524-58.6% | $2,075-49.6% | $2,524-58.6% |
| Participant deferral / active EE | $3,529 | $4,232-16.6% | $3,126+12.9% | $4,232-16.6% |
| Admin fee / account holder | $38 | $114-66.6% | $5,230-99.3% | $114-66.6% |