Filed May 12, 2015 (most recent of 3 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 | -$17,546 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,423 | $101,955+123.1% | $112,887+101.5% | $71,457+218.3% |
| Participation rate | 97.2% | 82.1%+15.1pp | 80.5%+16.7pp | 67.9%+29.3pp |
| Annual return | 27.18% | 28.92%-1.7pp | 34.10%-6.9pp | 28.85%-1.7pp |
| Employer contribution / active EE | $5,393 | $4,743+13.7% | $4,563+18.2% | $2,588+108.4% |
| Participant deferral / active EE | $11,825 | $6,771+74.6% | $6,513+81.6% | $4,289+175.7% |
| Admin fee / account holder | -$69 | $1,395-105.0% | $7,047-101.0% | $1,587-104.4% |