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 | $180,487 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $40,984 | $58,202-29.6% | $172,739-76.3% | $89,569-54.2% |
| Participation rate | 83.0% | 72.8%+10.1pp | 82.6%+0.3pp | 69.6%+13.4pp |
| Annual return | 21.13% | 61.59%-40.5pp | 802.84%-781.7pp | 34.56%-13.4pp |
| Employer contribution / active EE | $2,923 | $1,759+66.2% | $5,143-43.2% | $2,584+13.1% |
| Participant deferral / active EE | $316 | $3,335-90.5% | $5,198-93.9% | $4,220-92.5% |
| Admin fee / account holder | $6 | $53-88.5% | $13,954-100.0% | $72-91.6% |