Filed October 23, 2013 (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 | $5,894 |
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 | $103,008 | $88,324+16.6% | $115,037-10.5% | $55,191+86.6% |
| Participation rate | 87.6% | 72.5%+15.0pp | 81.4%+6.2pp | 69.2%+18.4pp |
| Annual return | 0.65% | 6.30%-5.6pp | 26.14%-25.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,898 | $2,805+3.3% | $4,608-37.1% | $1,899+52.7% |
| Participant deferral / active EE | $8,226 | $5,042+63.1% | $6,026+36.5% | $3,046+170.0% |
| Admin fee / account holder | $17 | $105-83.7% | $8,175-99.8% | $91-81.1% |