Filed June 14, 2016 (most recent of 4 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 | $277,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $84,573 | $48,835+73.2% | $170,442-50.4% | $177,276-52.3% |
| Participation rate | 66.7% | 72.1%-5.4pp | 83.6%-16.9pp | 74.8%-8.1pp |
| Annual return | 21.38% | 19.44%+1.9pp | 205.93%-184.6pp | 21.25%+0.1pp |
| Employer contribution / active EE | $2,300 | $1,798+27.9% | $5,433-57.7% | $2,479-7.2% |
| Participant deferral / active EE | $4,276 | $2,757+55.1% | $4,939-13.4% | $3,881+10.2% |
| Admin fee / account holder | $48 | $52-8.0% | $13,880-99.7% | $154-69.0% |