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 | $165,922 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1531281 | Consulting | $38,364 |
CROWE LLP3 years Service code 16 · EIN 35-0921680 | Consulting | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $50,667 | $176,491-71.3% | $95,952-47.2% | $90,288-43.9% |
| Participation rate | 91.2% | 86.6%+4.6pp | 77.1%+14.1pp | 73.4%+17.8pp |
| Annual return | 6.64% | 20.14%-13.5pp | 91.61%-85.0pp | 53.97%-47.3pp |
| Employer contribution / active EE | $1,698 | $2,789-39.1% | $2,541-33.2% | $2,524-32.7% |
| Participant deferral / active EE | $4,275 | $5,340-19.9% | $4,167+2.6% | $4,232+1.0% |
| Admin fee / account holder | $152 | $154-1.5% | $6,795-97.8% | $114+33.1% |