Filed April 22, 2016 (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 | $16,599 |
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 | $66,944 | $121,341-44.8% | $189,513-64.7% | $79,386-15.7% |
| Participation rate | 91.8% | 86.1%+5.7pp | 87.8%+4.0pp | 70.7%+21.1pp |
| Annual return | 36.94% | 21.08%+15.9pp | 555.15%-518.2pp | 116.85%-79.9pp |
| Employer contribution / active EE | $3,205 | $3,915-18.1% | $6,162-48.0% | $2,427+32.0% |
| Participant deferral / active EE | $4,694 | $6,395-26.6% | $8,221-42.9% | $4,046+16.0% |
| Admin fee / account holder | $85 | $651-87.0% | $12,045-99.3% | $626-86.5% |