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 | $93,244 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,149 | $65,118-21.5% | $76,768-33.4% | $55,725-8.2% |
| Participation rate | 93.5% | 79.6%+13.9pp | 77.0%+16.5pp | 70.9%+22.6pp |
| Annual return | -4.27% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $487 | $1,941-74.9% | $2,485-80.4% | $2,078-76.6% |
| Participant deferral / active EE | $3,524 | $3,688-4.5% | $3,852-8.5% | $3,356+5.0% |
| Admin fee / account holder | $161 | $116+39.2% | $6,675-97.6% | $115+40.1% |