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 | $87,093 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $31,000 |
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 | $131,822 | $81,908+60.9% | $90,749+45.3% | $64,808+103.4% |
| Participation rate | 94.7% | 80.5%+14.2pp | 75.7%+19.0pp | 71.5%+23.2pp |
| Annual return | -14.91% | -12.53%-2.4pp | -12.16%-2.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $5,658 | $3,065+84.6% | $2,921+93.7% | $2,506+125.8% |
| Participant deferral / active EE | $9,190 | $4,840+89.9% | $4,564+101.3% | $4,310+113.2% |
| Admin fee / account holder | $124 | $157-20.9% | $8,445-98.5% | $188-33.8% |