Filed March 11, 2013 (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 | $3,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,493 | $71,802-39.4% | $133,980-67.5% | $57,658-24.6% |
| Participation rate | 85.3% | 85.5%-0.2pp | 87.1%-1.8pp | 70.2%+15.0pp |
| Annual return | 10.80% | 13.51%-2.7pp | 29.30%-18.5pp | 5.13%+5.7pp |
| Employer contribution / active EE | $578 | $3,161-81.7% | $5,211-88.9% | $1,974-70.7% |
| Participant deferral / active EE | $3,876 | $4,606-15.8% | $6,282-38.3% | $3,061+26.6% |
| Admin fee / account holder | $9 | $88-89.9% | $9,324-99.9% | $95-90.6% |