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 | $4,281 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,293 | $80,005-44.6% | $140,016-68.4% | $55,725-20.5% |
| Participation rate | 87.0% | 87.0%0pp | 87.5%-0.5pp | 70.9%+16.2pp |
| Annual return | -3.02% | 0.46%-3.5pp | 651.12%-654.1pp | 244.93%-248.0pp |
| Employer contribution / active EE | $912 | $3,403-73.2% | $5,606-83.7% | $2,078-56.1% |
| Participant deferral / active EE | $4,612 | $5,264-12.4% | $6,927-33.4% | $3,356+37.5% |
| Admin fee / account holder | $9 | $116-91.9% | $10,705-99.9% | $115-91.9% |