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 | $4,594 |
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).
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 | $48,718 | $81,537-40.3% | $149,718-67.5% | $69,631-30.0% |
| Participation rate | 86.8% | 86.1%+0.7pp | 87.1%-0.2pp | 70.7%+16.1pp |
| Annual return | 18.13% | 22.79%-4.7pp | 1501.63%-1483.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $588 | $3,239-81.8% | $5,445-89.2% | $2,032-71.1% |
| Participant deferral / active EE | $4,190 | $4,994-16.1% | $6,569-36.2% | $3,224+30.0% |
| Admin fee / account holder | $10 | $107-90.3% | $11,283-99.9% | $110-90.6% |