Filed August 28, 2014
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 | $18,867 |
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 | $42,406 | $69,305-38.8% | $82,313-48.5% | $69,631-39.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 20.54% | 21.47%-0.9pp | 25.88%-5.3pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $2,098 | $1,887+11.2% | $2,428-13.6% | $2,032+3.2% |
| Participant deferral / active EE | $6,363 | $3,568+78.3% | $3,706+71.7% | $3,224+97.4% |
| Admin fee / account holder | $33 | $97-65.7% | $5,608-99.4% | $110-69.8% |