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 | $326,770 |
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 | $44,803 | $57,606-22.2% | $67,313-33.4% | $75,289-40.5% |
| Participation rate | 76.5% | 68.2%+8.3pp | 69.1%+7.4pp | 72.4%+4.1pp |
| Annual return | -4.78% | -0.47%-4.3pp | -4.08%-0.7pp | -0.04%-4.7pp |
| Employer contribution / active EE | $675 | $2,206-69.4% | $2,566-73.7% | $2,405-71.9% |
| Participant deferral / active EE | $3,369 | $3,195+5.4% | $3,568-5.6% | $3,739-9.9% |
| Admin fee / account holder | $120 | $83+45.6% | $4,507-97.3% | $102+17.7% |