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 | $53,024 |
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 | $44,263 | $44,007+0.6% | $154,107-71.3% | $68,904-35.8% |
| Participation rate | 93.8% | 70.0%+23.8pp | 83.0%+10.8pp | 74.1%+19.7pp |
| Annual return | -2.85% | 8.15%-11.0pp | 735.12%-738.0pp | 1.07%-3.9pp |
| Employer contribution / active EE | $2,056 | $1,732+18.7% | $5,298-61.2% | $2,540-19.1% |
| Participant deferral / active EE | $3,190 | $2,813+13.4% | $5,081-37.2% | $4,015-20.6% |
| Admin fee / account holder | $7 | $65-89.0% | $13,411-99.9% | $71-90.1% |