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 | $41,362 |
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 | $52,454 | $44,989+16.6% | $170,442-69.2% | $77,958-32.7% |
| Participation rate | 93.2% | 64.6%+28.6pp | 83.6%+9.6pp | 71.6%+21.6pp |
| Annual return | 21.07% | 19.61%+1.5pp | 205.93%-184.9pp | 20.87%+0.2pp |
| Employer contribution / active EE | $3,254 | $1,466+121.9% | $5,433-40.1% | $2,310+40.8% |
| Participant deferral / active EE | $4,183 | $2,208+89.5% | $4,939-15.3% | $3,537+18.3% |
| Admin fee / account holder | $7 | $69-90.5% | $13,880-100.0% | $97-93.2% |