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 | $78,144 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,255 | $72,254-33.2% | $86,677-44.3% | $64,808-25.5% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.6%+18.6pp | 71.5%+23.7pp |
| Annual return | -17.72% | 392.42%-410.1pp | 35.91%-53.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,180 | $2,393-50.7% | $2,836-58.4% | $2,506-52.9% |
| Participant deferral / active EE | $3,688 | $4,658-20.8% | $4,656-20.8% | $4,310-14.4% |
| Admin fee / account holder | $106 | $174-38.8% | $7,493-98.6% | $188-43.3% |