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 | $92,835 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,486 | $79,519-18.9% | $95,952-32.8% | $73,409-12.2% |
| Participation rate | 93.4% | 81.2%+12.2pp | 77.1%+16.4pp | 72.2%+21.2pp |
| Annual return | 17.65% | 19.20%-1.5pp | 91.61%-74.0pp | 59.29%-41.6pp |
| Employer contribution / active EE | $636 | $2,048-69.0% | $2,541-75.0% | $2,234-71.5% |
| Participant deferral / active EE | $3,586 | $4,138-13.3% | $4,167-13.9% | $3,805-5.8% |
| Admin fee / account holder | $158 | $184-14.0% | $6,795-97.7% | $158+0.3% |