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 | $71,438 |
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 | $60,544 | $99,078-38.9% | $96,544-37.3% | $74,419-18.6% |
| Participation rate | 95.9% | 80.7%+15.3pp | 76.0%+20.0pp | 70.7%+25.2pp |
| Annual return | 22.64% | 22.48%+0.2pp | 25.84%-3.2pp | 34.38%-11.7pp |
| Employer contribution / active EE | $1,486 | $2,570-42.2% | $2,965-49.9% | $2,637-43.6% |
| Participant deferral / active EE | $4,545 | $4,933-7.9% | $4,851-6.3% | $4,528+0.4% |
| Admin fee / account holder | $97 | $225-56.8% | $8,252-98.8% | $348-72.1% |