Filed April 8, 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 | $124,764 |
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 | $33,051 | $221,442-85.1% | $92,233-64.2% | $77,958-57.6% |
| Participation rate | 82.4% | 79.6%+2.8pp | 76.5%+5.9pp | 71.6%+10.8pp |
| Annual return | 18.79% | 15.65%+3.1pp | 176.28%-157.5pp | 20.87%-2.1pp |
| Employer contribution / active EE | $1,267 | $3,226-60.7% | $3,679-65.6% | $2,310-45.2% |
| Participant deferral / active EE | $3,486 | $2,779+25.4% | $3,897-10.5% | $3,537-1.4% |
| Admin fee / account holder | $111 | $210-47.3% | $5,194-97.9% | $97+13.5% |