Filed March 30, 2015 (most recent of 2 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 | $47,097 |
Form 5500 reported that benefits due were not provided when due.
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 | $143,928 | $98,982+45.4% | $162,163-11.2% | $65,185+120.8% |
| Participation rate | 96.3% | 85.8%+10.5pp | 87.6%+8.7pp | 70.2%+26.1pp |
| Annual return | 24.57% | 24.84%-0.3pp | 115.59%-91.0pp | 29.38%-4.8pp |
| Employer contribution / active EE | $4,682 | $3,467+35.1% | $5,614-16.6% | $2,177+115.1% |
| Participant deferral / active EE | $6,505 | $5,384+20.8% | $7,298-10.9% | $3,514+85.1% |
| Admin fee / account holder | $160 | $596-73.1% | $10,843-98.5% | $847-81.1% |