Filed February 1, 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 | $21,213 |
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 | $17,233 | $36,916-53.3% | $156,549-89.0% | $57,658-70.1% |
| Participation rate | 88.9% | 63.4%+25.5pp | 84.0%+4.9pp | 70.2%+18.7pp |
| Annual return | 8.83% | 12.38%-3.5pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $789 | $1,571-49.7% | $5,501-85.7% | $1,974-60.0% |
| Participant deferral / active EE | $1,703 | $1,926-11.6% | $4,871-65.0% | $3,061-44.4% |
| Admin fee / account holder | $66 | $82-20.1% | $13,027-99.5% | $95-30.3% |