Filed October 23, 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 | $57,986 |
Form 5500 reported that benefits due were not provided when due.
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 | $41,571 | $37,213+11.7% | $156,549-73.4% | $63,975-35.0% |
| Participation rate | 92.7% | 65.0%+27.7pp | 84.0%+8.7pp | 71.1%+21.6pp |
| Annual return | 7.63% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $735 | $1,357-45.8% | $5,501-86.6% | $2,182-66.3% |
| Participant deferral / active EE | $3,844 | $2,070+85.7% | $4,871-21.1% | $3,356+14.5% |
| Admin fee / account holder | $9 | $56-84.2% | $13,027-99.9% | $70-87.4% |