Filed April 22, 2014 (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 | $19,148 |
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 | $52,187 | $56,640-7.9% | $80,975-35.6% | $57,658-9.5% |
| Participation rate | 85.6% | 75.9%+9.8pp | 75.8%+9.8pp | 70.2%+15.4pp |
| Annual return | 14.28% | 19.97%-5.7pp | 17.10%-2.8pp | 5.13%+9.1pp |
| Employer contribution / active EE | $2,424 | $2,085+16.3% | $3,714-34.7% | $1,974+22.8% |
| Participant deferral / active EE | $7,852 | $4,944+58.8% | $5,696+37.9% | $3,061+156.6% |
| Admin fee / account holder | $29 | $87-66.6% | $5,516-99.5% | $95-69.2% |