Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 employees
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 | $10,402 |
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 | $85,509 | $70,667+21.0% | $123,104-30.5% | $52,331+63.4% |
| Participation rate | 88.1% | 83.7%+4.4pp | 86.8%+1.4pp | 68.1%+20.0pp |
| Annual return | 0.00% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $4,003 | $2,946+35.9% | $5,151-22.3% | $1,882+112.7% |
| Participant deferral / active EE | $4,698 | $4,493+4.6% | $6,230-24.6% | $3,022+55.4% |
| Admin fee / account holder | $131 | $506-74.1% | $9,015-98.5% | $592-77.9% |