Filed April 28, 2016
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 9-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 | $22,273 |
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 | $192,458 | $85,135+126.1% | $98,907+94.6% | $73,409+162.2% |
| Participation rate | 96.2% | 81.1%+15.0pp | 76.0%+20.1pp | 72.2%+24.0pp |
| Annual return | 14.68% | 19.14%-4.5pp | 196.43%-181.8pp | 59.29%-44.6pp |
| Employer contribution / active EE | $6,322 | $2,721+132.3% | $2,689+135.1% | $2,234+183.0% |
| Participant deferral / active EE | $9,463 | $4,349+117.6% | $4,244+123.0% | $3,805+148.7% |
| Admin fee / account holder | $105 | $139-24.4% | $6,642-98.4% | $158-33.3% |