Filed May 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 9-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 | $9,791 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,128 | $65,292-24.8% | $71,671-31.5% | $77,958-37.0% |
| Participation rate | 73.3% | 67.4%+5.9pp | 68.7%+4.5pp | 71.6%+1.6pp |
| Annual return | 0.00% | 21.25%-21.2pp | 20.65%-20.6pp | 20.87%-20.9pp |
| Employer contribution / active EE | $283 | $2,085-86.4% | $2,460-88.5% | $2,310-87.8% |
| Participant deferral / active EE | $1,522 | $3,008-49.4% | $3,438-55.7% | $3,537-57.0% |
| Admin fee / account holder | $3 | $84-96.5% | $5,558-99.9% | $97-97.0% |