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 | $76,142 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,274 | $52,670+154.9% | $90,404+48.5% | $73,409+82.9% |
| Participation rate | 99.5% | 67.7%+31.8pp | 72.7%+26.8pp | 72.2%+27.3pp |
| Annual return | 15.25% | 20.70%-5.5pp | 1293.02%-1277.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $9,737 | $1,872+420.2% | $3,262+198.5% | $2,234+335.9% |
| Participant deferral / active EE | $8,964 | $2,807+219.4% | $3,963+126.2% | $3,805+135.6% |
| Admin fee / account holder | $118 | $117+0.9% | $5,611-97.9% | $158-25.4% |