Filed October 23, 2014 (most recent of 5 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 | $46,158 |
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 | $47,361 | $48,835-3.0% | $170,442-72.2% | $177,276-73.3% |
| Participation rate | 93.3% | 72.1%+21.2pp | 83.6%+9.7pp | 74.8%+18.5pp |
| Annual return | 18.34% | 19.44%-1.1pp | 205.93%-187.6pp | 21.25%-2.9pp |
| Employer contribution / active EE | $1,722 | $1,798-4.2% | $5,433-68.3% | $2,479-30.5% |
| Participant deferral / active EE | $3,052 | $2,757+10.7% | $4,939-38.2% | $3,881-21.4% |
| Admin fee / account holder | $7 | $52-86.4% | $13,880-99.9% | $154-95.4% |