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 | $221,771 |
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 | $45,426 | $66,513-31.7% | $178,490-74.5% | $106,222-57.2% |
| Participation rate | 85.4% | 73.8%+11.6pp | 81.9%+3.5pp | 70.8%+14.6pp |
| Annual return | 15.88% | 21.81%-5.9pp | 151.07%-135.2pp | 21.69%-5.8pp |
| Employer contribution / active EE | $3,032 | $1,776+70.8% | $5,011-39.5% | $2,723+11.3% |
| Participant deferral / active EE | $362 | $3,679-90.1% | $5,202-93.0% | $4,600-92.1% |
| Admin fee / account holder | $7 | $53-86.3% | $13,984-99.9% | $78-90.7% |