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 | $2,063,122 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,820 | $68,062-7.7% | $185,823-66.2% | $106,520-41.0% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.7%+8.7pp | 71.3%+19.1pp |
| Annual return | 33.00% | 18.20%+14.8pp | 122.05%-89.0pp | 19.28%+13.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,167-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $5,200 | $3,990+30.3% | $5,568-6.6% | $4,948+5.1% |
| Admin fee / account holder | $56 | $53+6.4% | $16,237-99.7% | $75-24.7% |