Filed May 29, 2015
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 | $10,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,231 | $36,916-4.6% | $156,549-77.5% | $57,658-38.9% |
| Participation rate | 47.4% | 63.4%-16.1pp | 84.0%-36.6pp | 70.2%-22.9pp |
| Annual return | 6.69% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,099 | $1,571-30.0% | $5,501-80.0% | $1,974-44.3% |
| Participant deferral / active EE | $1,680 | $1,926-12.8% | $4,871-65.5% | $3,061-45.1% |
| Admin fee / account holder | $32 | $82-61.7% | $13,027-99.8% | $95-66.6% |