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 | $500,212 |
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 | $101,535 | $89,497+13.5% | $70,092+44.9% | $78,044+30.1% |
| Participation rate | 97.4% | 79.9%+17.4pp | 70.5%+26.9pp | 74.4%+22.9pp |
| Annual return | -16.38% | -12.39%-4.0pp | 190.73%-207.1pp | 10.87%-27.3pp |
| Employer contribution / active EE | $4,723 | $3,152+49.8% | $2,559+84.6% | $3,125+51.2% |
| Participant deferral / active EE | $7,711 | $4,564+69.0% | $3,849+100.4% | $5,084+51.7% |
| Admin fee / account holder | $54 | $78-30.5% | $6,267-99.1% | $79-31.6% |