Filed September 24, 2014 (most recent of 4 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 | -$224,857 |
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 | $154,543 | $145,516+6.2% | $184,203-16.1% | $99,062+56.0% |
| Participation rate | 97.8% | 90.3%+7.6pp | 86.8%+11.0pp | 71.6%+26.2pp |
| Annual return | 22.53% | 21.23%+1.3pp | 28.81%-6.3pp | 17.66%+4.9pp |
| Employer contribution / active EE | $7,230 | $5,354+35.0% | $6,427+12.5% | $3,262+121.6% |
| Participant deferral / active EE | $7,702 | $8,423-8.6% | $9,131-15.7% | $5,331+44.5% |
| Admin fee / account holder | -$33 | $78-142.0% | $13,901-100.2% | $109-129.9% |