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 | $64,803 |
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 | $107,836 | $54,237+98.8% | $90,281+19.4% | $67,579+59.6% |
| Participation rate | 98.8% | 68.6%+30.2pp | 73.3%+25.5pp | 71.3%+27.5pp |
| Annual return | 22.41% | 37.27%-14.9pp | 78.10%-55.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $8,516 | $1,846+361.3% | $2,854+198.3% | $2,148+296.5% |
| Participant deferral / active EE | $7,604 | $2,625+189.7% | $3,885+95.7% | $3,539+114.9% |
| Admin fee / account holder | $96 | $123-22.6% | $5,351-98.2% | $142-32.8% |