Filed January 13, 2021 (most recent of 6 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 | $22,456 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $92,251 | $185,342-50.2% | $111,297-17.1% | $86,799+6.3% |
| Participation rate | 86.0% | 81.0%+5.1pp | 77.3%+8.7pp | 72.3%+13.8pp |
| Annual return | 22.08% | 500.80%-478.7pp | 54.65%-32.6pp | 97.91%-75.8pp |
| Employer contribution / active EE | $2 | $2,246-99.9% | $2,731-99.9% | $2,405-99.9% |
| Participant deferral / active EE | $4,644 | $4,458+4.2% | $4,487+3.5% | $4,131+12.4% |
| Admin fee / account holder | $55 | $255-78.3% | $7,964-99.3% | $170-67.3% |