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 | $551,326 |
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 | $85,231 | $87,358-2.4% | $68,793+23.9% | $68,904+23.7% |
| Participation rate | 95.1% | 80.2%+14.9pp | 72.2%+22.9pp | 74.1%+21.0pp |
| Annual return | -3.64% | -3.98%+0.3pp | -4.63%+1.0pp | 1.07%-4.7pp |
| Employer contribution / active EE | $4,442 | $3,082+44.1% | $2,625+69.2% | $2,540+74.9% |
| Participant deferral / active EE | $6,448 | $4,259+51.4% | $3,311+94.7% | $4,015+60.6% |
| Admin fee / account holder | $61 | $68-9.8% | $5,131-98.8% | $71-14.6% |