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 | $27,442 |
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 | $20,232 | $46,173-56.2% | $170,442-88.1% | $69,631-70.9% |
| Participation rate | 88.8% | 63.9%+24.9pp | 83.6%+5.2pp | 70.7%+18.1pp |
| Annual return | 19.63% | 21.62%-2.0pp | 205.93%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $716 | $1,610-55.5% | $5,433-86.8% | $2,032-64.8% |
| Participant deferral / active EE | $1,670 | $2,080-19.7% | $4,939-66.2% | $3,224-48.2% |
| Admin fee / account holder | $77 | $116-33.5% | $13,880-99.4% | $110-30.2% |