Filed April 5, 2016 (most recent of 3 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 | $415,350 |
STOEL RIVES LLP2 years Service code 29 · EIN 93-0408771 | Legal | $33,578 |
Employer contribution per participant 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 | $59,676 | $66,513-10.3% | $178,490-66.6% | $106,222-43.8% |
| Participation rate | 91.5% | 73.8%+17.7pp | 81.9%+9.6pp | 70.8%+20.7pp |
| Annual return | 19.63% | 21.81%-2.2pp | 151.07%-131.4pp | 21.69%-2.1pp |
| Employer contribution / active EE | $316 | $1,776-82.2% | $5,011-93.7% | $2,723-88.4% |
| Participant deferral / active EE | $4,847 | $3,679+31.7% | $5,202-6.8% | $4,600+5.4% |
| Admin fee / account holder | $29 | $53-46.0% | $13,984-99.8% | $78-63.2% |