Filed January 10, 2014
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 | $60,576 |
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 | $29,578 | $37,039-20.1% | $147,614-80.0% | $59,188-50.0% |
| Participation rate | 98.2% | 63.8%+34.4pp | 84.6%+13.5pp | 69.4%+28.7pp |
| Annual return | 4.40% | 7.19%-2.8pp | 61.98%-57.6pp | 5.51%-1.1pp |
| Employer contribution / active EE | $3,259 | $1,353+140.9% | $5,564-41.4% | $2,098+55.3% |
| Participant deferral / active EE | $5,875 | $2,094+180.6% | $4,895+20.0% | $3,265+79.9% |
| Admin fee / account holder | $49 | $60-19.3% | $11,611-99.6% | $92-47.3% |