Filed May 6, 2015
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 | $1,176 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,016 | $39,286+93.5% | $80,716-5.8% | $79,386-4.2% |
| Participation rate | 90.3% | 41.0%+49.3pp | 54.2%+36.1pp | 70.7%+19.6pp |
| Annual return | 12.93% | 98.95%-86.0pp | 87.28%-74.3pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,104 | $594+254.4% | $1,160+81.4% | $2,427-13.3% |
| Participant deferral / active EE | $4,002 | $1,264+216.7% | $2,146+86.5% | $4,046-1.1% |
| Admin fee / account holder | $11 | $647-98.2% | $3,380-99.7% | $626-98.2% |