Filed August 14, 2014 (most recent of 3 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 | $552,862 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $6,255 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,522 | $93,773+75.4% | $125,339+31.3% | $78,044+110.8% |
| Participation rate | 98.0% | 75.6%+22.4pp | 82.4%+15.6pp | 74.4%+23.5pp |
| Annual return | -16.96% | 277.78%-294.7pp | 572.05%-589.0pp | 10.87%-27.8pp |
| Employer contribution / active EE | $6,926 | $3,678+88.3% | $4,814+43.9% | $3,125+121.7% |
| Participant deferral / active EE | $10,123 | $6,971+45.2% | $7,446+35.9% | $5,084+99.1% |
| Admin fee / account holder | $65 | $67-2.8% | $10,010-99.3% | $79-17.6% |