Filed April 3, 2015 (most recent of 2 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 | $72,630 |
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 | $43,078 | $63,905-32.6% | $74,183-41.9% | $57,658-25.3% |
| Participation rate | 92.0% | 79.8%+12.2pp | 76.6%+15.4pp | 70.2%+21.7pp |
| Annual return | 8.09% | 60.60%-52.5pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $738 | $1,840-59.9% | $2,370-68.8% | $1,974-62.6% |
| Participant deferral / active EE | $2,920 | $3,448-15.3% | $3,550-17.7% | $3,061-4.6% |
| Admin fee / account holder | $117 | $91+28.0% | $5,586-97.9% | $95+23.3% |