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 | $211,443 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,647 | $56,095-15.1% | $178,490-73.3% | $90,288-47.2% |
| Participation rate | 97.1% | 65.6%+31.5pp | 81.9%+15.1pp | 73.4%+23.7pp |
| Annual return | 15.94% | 28.81%-12.9pp | 151.07%-135.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $340 | $1,572-78.4% | $5,011-93.2% | $2,524-86.5% |
| Participant deferral / active EE | $2,489 | $2,669-6.7% | $5,202-52.1% | $4,232-41.2% |
| Admin fee / account holder | $2 | $101-98.2% | $13,984-100.0% | $114-98.4% |