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 | $56,785 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,886 | $43,999+74.7% | $79,464-3.2% | $55,725+38.0% |
| Participation rate | 98.8% | 66.9%+31.8pp | 73.3%+25.4pp | 70.9%+27.9pp |
| Annual return | -7.03% | 1.81%-8.8pp | 718.14%-725.2pp | 244.93%-252.0pp |
| Employer contribution / active EE | $8,226 | $1,830+349.6% | $2,800+193.7% | $2,078+295.8% |
| Participant deferral / active EE | $7,121 | $2,538+180.6% | $3,704+92.3% | $3,356+112.2% |
| Admin fee / account holder | $78 | $118-33.7% | $5,113-98.5% | $115-32.3% |