Filed June 27, 2014 (most recent of 2 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 8-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 35-0145825 | Loan Processing | $83,287 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,407 | $37,039-1.7% | $147,614-75.3% | $59,188-38.5% |
| Participation rate | 84.9% | 63.8%+21.1pp | 84.6%+0.2pp | 69.4%+15.4pp |
| Annual return | 131.53% | 7.19%+124.3pp | 61.98%+69.5pp | 5.51%+126.0pp |
| Employer contribution / active EE | $1,208 | $1,353-10.7% | $5,564-78.3% | $2,098-42.4% |
| Participant deferral / active EE | $1,562 | $2,094-25.4% | $4,895-68.1% | $3,265-52.2% |
| Admin fee / account holder | $3 | $60-94.3% | $11,611-100.0% | $92-96.3% |