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 | $82,872 |
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 | $50,619 | $69,305-27.0% | $82,313-38.5% | $69,631-27.3% |
| Participation rate | 92.6% | 80.3%+12.4pp | 76.9%+15.7pp | 70.7%+21.9pp |
| Annual return | 17.61% | 21.47%-3.9pp | 25.88%-8.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $550 | $1,887-70.8% | $2,428-77.4% | $2,032-72.9% |
| Participant deferral / active EE | $3,014 | $3,568-15.5% | $3,706-18.7% | $3,224-6.5% |
| Admin fee / account holder | $132 | $97+35.8% | $5,608-97.6% | $110+19.5% |