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 | $93,173 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,087 | $185,342-62.2% | $111,297-37.0% | $86,799-19.3% |
| Participation rate | 98.3% | 81.0%+17.4pp | 77.3%+21.0pp | 72.3%+26.1pp |
| Annual return | 14.65% | 500.80%-486.1pp | 54.65%-40.0pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,393 | $2,246-38.0% | $2,731-49.0% | $2,405-42.1% |
| Participant deferral / active EE | $3,918 | $4,458-12.1% | $4,487-12.7% | $4,131-5.1% |
| Admin fee / account holder | $147 | $255-42.5% | $7,964-98.2% | $170-13.3% |