Filed November 5, 2013 (most recent of 10 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 | $20,776 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,489 | $53,136-48.3% | $155,509-82.3% | $199,593-86.2% |
| Participation rate | 88.6% | 64.1%+24.5pp | 78.2%+10.4pp | 72.0%+16.6pp |
| Annual return | 0.00% | 41.15%-41.1pp | 64.67%-64.7pp | 34.25%-34.3pp |
| Employer contribution / active EE | $1,004 | $1,851-45.8% | $4,672-78.5% | $3,034-66.9% |
| Participant deferral / active EE | $1,512 | $3,161-52.2% | $5,626-73.1% | $5,087-70.3% |
| Admin fee / account holder | $7 | $185-96.2% | $15,912-100.0% | $269-97.4% |