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 | $527,740 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $118,846 | $52,346+127.0% | $143,757-17.3% | $78,044+52.3% |
| Participation rate | 71.1% | 72.7%-1.6pp | 80.3%-9.2pp | 74.4%-3.3pp |
| Annual return | -18.71% | -14.19%-4.5pp | -0.04%-18.7pp | 10.87%-29.6pp |
| Employer contribution / active EE | $3,307 | $2,131+55.2% | $4,951-33.2% | $3,125+5.8% |
| Participant deferral / active EE | $6,139 | $3,800+61.5% | $5,637+8.9% | $5,084+20.7% |
| Admin fee / account holder | $66 | $63+4.8% | $14,673-99.5% | $79-15.8% |