Filed April 1, 2014
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 | $4,975 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,164 | $43,999-13.3% | $79,464-52.0% | $55,725-31.5% |
| Participation rate | 77.9% | 66.9%+10.9pp | 73.3%+4.5pp | 70.9%+7.0pp |
| Annual return | -6.57% | 1.81%-8.4pp | 718.14%-724.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,171 | $1,830+18.7% | $2,800-22.5% | $2,078+4.5% |
| Participant deferral / active EE | $4,686 | $2,538+84.6% | $3,704+26.5% | $3,356+39.7% |
| Admin fee / account holder | $5 | $118-95.4% | $5,113-99.9% | $115-95.3% |