Filed May 5, 2015
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 |
|---|---|---|
BENEFITS FUNDING SERVICES GROUP1+ years Filed as: BENEFITS FUNDING Service code 16 · EIN 20-8532658 | Consulting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,903 |
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 | $101,427 | $74,498+36.1% | $94,224+7.6% | $59,188+71.4% |
| Participation rate | 99.7% | 76.8%+22.9pp | 78.8%+20.9pp | 69.4%+30.3pp |
| Annual return | 1.24% | 2.76%-1.5pp | 10.68%-9.4pp | 5.51%-4.3pp |
| Employer contribution / active EE | $4,686 | $2,077+125.6% | $3,587+30.6% | $2,098+123.3% |
| Participant deferral / active EE | $4,953 | $3,433+44.3% | $4,320+14.6% | $3,265+51.7% |
| Admin fee / account holder | -$7 | $103-106.3% | $6,269-100.1% | $92-107.0% |