Filed April 22, 2014 (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 | $85,626 |
Service code 16 · EIN 59-1531281 | Consulting | $33,599 |
CROWE LLP3 years Service code 16 · EIN 35-0921680 | Consulting | $13,500 |
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 | $127,953 | $79,519+60.9% | $95,952+33.4% | $73,409+74.3% |
| Participation rate | 96.1% | 81.2%+15.0pp | 77.1%+19.1pp | 72.2%+24.0pp |
| Annual return | 2.73% | 19.20%-16.5pp | 91.61%-88.9pp | 59.29%-56.6pp |
| Employer contribution / active EE | $3,753 | $2,048+83.3% | $2,541+47.7% | $2,234+68.0% |
| Participant deferral / active EE | $9,828 | $4,138+137.5% | $4,167+135.9% | $3,805+158.3% |
| Admin fee / account holder | $164 | $184-11.2% | $6,795-97.6% | $158+3.7% |