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 | $201,409 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $69,335 |
ASSURANCE DIMENSIONS6 years Service code 10 · EIN 26-3429295 | Accounting | $7,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,063 | $80,160-66.2% | $65,255-58.5% | $80,160-66.2% |
| Participation rate | 94.6% | 72.9%+21.7pp | 65.0%+29.7pp | 72.9%+21.7pp |
| Annual return | 18.79% | 40.38%-21.6pp | 47.35%-28.6pp | 40.38%-21.6pp |
| Employer contribution / active EE | $1,851 | $2,978-37.8% | $1,691+9.5% | $2,978-37.8% |
| Participant deferral / active EE | $5,389 | $5,017+7.4% | $2,831+90.4% | $5,017+7.4% |
| Admin fee / account holder | $128 | $145-11.6% | $4,112-96.9% | $145-11.6% |