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 | $247,747 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,362 | $83,057-56.2% | $143,757-74.7% | $89,394-59.3% |
| Participation rate | 78.7% | 74.0%+4.7pp | 80.3%-1.6pp | 71.3%+7.5pp |
| Annual return | -18.67% | -13.97%-4.7pp | -0.04%-18.6pp | -11.89%-6.8pp |
| Employer contribution / active EE | $3,156 | $2,095+50.6% | $4,951-36.3% | $3,022+4.4% |
| Participant deferral / active EE | $504 | $4,281-88.2% | $5,637-91.1% | $5,123-90.2% |
| Admin fee / account holder | $7 | $83-91.5% | $14,673-100.0% | $79-91.1% |