Filed April 9, 2015 (most recent of 4 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 | $50,752 |
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 | $192,547 | $111,608+72.5% | $177,821+8.3% | $73,409+162.3% |
| Participation rate | 99.3% | 87.9%+11.4pp | 87.7%+11.5pp | 72.2%+27.1pp |
| Annual return | 18.36% | 18.23%+0.1pp | 48.32%-30.0pp | 59.29%-40.9pp |
| Employer contribution / active EE | $10,786 | $3,796+184.1% | $5,918+82.2% | $2,234+382.9% |
| Participant deferral / active EE | $14,191 | $6,199+128.9% | $7,714+84.0% | $3,805+272.9% |
| Admin fee / account holder | $48 | $166-71.1% | $12,427-99.6% | $158-69.6% |