Filed June 28, 2015 (most recent of 2 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 | -$10,672 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,624 | $46,100+105.3% | $86,590+9.3% | $69,631+35.9% |
| Participation rate | 99.7% | 67.2%+32.6pp | 73.5%+26.2pp | 70.7%+29.1pp |
| Annual return | 18.29% | 21.02%-2.7pp | 964.84%-946.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $8,533 | $1,850+361.3% | $2,839+200.5% | $2,032+319.9% |
| Participant deferral / active EE | $6,695 | $2,432+175.3% | $3,609+85.5% | $3,224+107.7% |
| Admin fee / account holder | $3 | $94-96.6% | $4,906-99.9% | $110-97.1% |