Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
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 6-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 | -$243 |
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 | $69,222 | $82,093-15.7% | $379,746-81.8% | $73,409-5.7% |
| Participation rate | 75.3% | 76.8%-1.5pp | 78.4%-3.1pp | 72.2%+3.1pp |
| Annual return | 16.39% | 18.89%-2.5pp | 34.90%-18.5pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,087 | $2,847-61.8% | $3,540-69.3% | $2,234-51.3% |
| Participant deferral / active EE | $2,648 | $4,697-43.6% | $6,024-56.0% | $3,805-30.4% |
| Admin fee / account holder | $10 | $128-91.9% | $7,927-99.9% | $158-93.5% |