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 | $46,430 |
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 | $46,513 | $45,382+2.5% | $154,107-69.8% | $75,289-38.2% |
| Participation rate | 91.5% | 65.9%+25.6pp | 83.0%+8.5pp | 72.4%+19.1pp |
| Annual return | -4.40% | -0.47%-3.9pp | 735.12%-739.5pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1,637 | $1,533+6.8% | $5,298-69.1% | $2,405-31.9% |
| Participant deferral / active EE | $4,120 | $2,384+72.8% | $5,081-18.9% | $3,739+10.2% |
| Admin fee / account holder | $6 | $89-93.3% | $13,411-100.0% | $102-94.1% |