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 | $136,909 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,723 | $68,330-49.2% | $149,673-76.8% | $96,393-64.0% |
| Participation rate | 94.7% | 74.6%+20.1pp | 78.8%+16.0pp | 71.3%+23.5pp |
| Annual return | 16.83% | 29.64%-12.8pp | 134.42%-117.6pp | 22.88%-6.1pp |
| Employer contribution / active EE | $3,658 | $2,139+71.0% | $4,818-24.1% | $3,238+13.0% |
| Participant deferral / active EE | $507 | $4,422-88.5% | $5,680-91.1% | $5,455-90.7% |
| Admin fee / account holder | $3 | $52-93.9% | $13,210-100.0% | $74-95.7% |