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 | $2,433,478 |
Employer 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 | $39,903 | $83,057-52.0% | $143,757-72.2% | $89,394-55.4% |
| Participation rate | 94.2% | 74.0%+20.1pp | 80.3%+13.9pp | 71.3%+22.9pp |
| Annual return | -19.28% | -13.97%-5.3pp | -0.04%-19.2pp | -11.89%-7.4pp |
| Employer contribution / active EE | $1 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $5,089 | $4,281+18.9% | $5,637-9.7% | $5,123-0.7% |
| Admin fee / account holder | $52 | $83-37.4% | $14,673-99.6% | $79-34.6% |