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 | $74,128 |
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 | $137,885 | $47,722+188.9% | $82,719+66.7% | $64,808+112.8% |
| Participation rate | 98.5% | 67.6%+30.8pp | 72.6%+25.9pp | 71.5%+27.0pp |
| Annual return | -17.04% | -13.05%-4.0pp | 701.18%-718.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $11,341 | $2,179+420.4% | $3,009+276.9% | $2,506+352.6% |
| Participant deferral / active EE | $10,696 | $3,329+221.3% | $4,395+143.4% | $4,310+148.1% |
| Admin fee / account holder | $117 | $143-18.2% | $5,329-97.8% | $188-37.7% |