Filed August 20, 2014 (most recent of 4 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 | $677,823 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,991 | $94,339+4.9% | $75,670+30.8% | $177,276-44.2% |
| Participation rate | 95.0% | 80.3%+14.7pp | 72.3%+22.6pp | 74.8%+20.1pp |
| Annual return | 16.65% | 18.58%-1.9pp | 27.34%-10.7pp | 21.25%-4.6pp |
| Employer contribution / active EE | $4,085 | $2,982+37.0% | $2,352+73.7% | $2,479+64.8% |
| Participant deferral / active EE | $5,709 | $3,974+43.7% | $3,142+81.7% | $3,881+47.1% |
| Admin fee / account holder | $73 | $53+38.4% | $5,800-98.7% | $154-52.5% |