Filed December 5, 2013
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 | $8,546 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,915 | $79,519-58.6% | $95,952-65.7% | $73,409-55.2% |
| Participation rate | 76.0% | 81.2%-5.2pp | 77.1%-1.1pp | 72.2%+3.8pp |
| Annual return | 13.54% | 19.20%-5.7pp | 91.61%-78.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,087 | $2,048-46.9% | $2,541-57.2% | $2,234-51.4% |
| Participant deferral / active EE | $1,377 | $4,138-66.7% | $4,167-66.9% | $3,805-63.8% |
| Admin fee / account holder | $19 | $184-89.6% | $6,795-99.7% | $158-87.9% |