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 | $91,349 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,299 | $44,989-8.2% | $170,442-75.8% | $77,958-47.0% |
| Participation rate | 89.1% | 64.6%+24.5pp | 83.6%+5.5pp | 71.6%+17.5pp |
| Annual return | 14.09% | 19.61%-5.5pp | 205.93%-191.8pp | 20.87%-6.8pp |
| Employer contribution / active EE | $1,069 | $1,466-27.1% | $5,433-80.3% | $2,310-53.7% |
| Participant deferral / active EE | $1,925 | $2,208-12.8% | $4,939-61.0% | $3,537-45.6% |
| Admin fee / account holder | $1 | $69-98.0% | $13,880-100.0% | $97-98.6% |