Filed June 11, 2019
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 | $23,148 |
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 | $53,679 | $64,909-17.3% | $82,313-34.8% | $62,292-13.8% |
| Participation rate | 88.9% | 74.9%+14.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 19.06% | 21.18%-2.1pp | 25.88%-6.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,318 | $1,676-21.4% | $2,428-45.7% | $2,042-35.5% |
| Participant deferral / active EE | $3,873 | $3,103+24.8% | $3,706+4.5% | $3,169+22.2% |
| Admin fee / account holder | $119 | $440-72.9% | $5,608-97.9% | $479-75.1% |