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 | $89,448 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 16 · EIN 81-0635433 | Consulting | $49,500 |
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 | $202,635 | $93,131+117.6% | $106,548+90.2% | $86,799+133.5% |
| Participation rate | 94.0% | 81.4%+12.6pp | 76.1%+17.9pp | 72.3%+21.7pp |
| Annual return | 15.37% | 19.45%-4.1pp | 26.80%-11.4pp | 97.91%-82.5pp |
| Employer contribution / active EE | $7,009 | $2,895+142.1% | $2,819+148.7% | $2,405+191.4% |
| Participant deferral / active EE | $10,495 | $4,708+122.9% | $4,398+138.6% | $4,131+154.1% |
| Admin fee / account holder | $159 | $145+9.6% | $7,407-97.9% | $170-6.2% |