Filed June 3, 2014
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 | $2,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,979 | $73,981+66.2% | $105,722+16.3% | $62,891+95.5% |
| Participation rate | 92.2% | 71.7%+20.5pp | 78.9%+13.3pp | 69.3%+22.9pp |
| Annual return | 6.09% | 17.60%-11.5pp | 12.25%-6.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $6,754 | $2,856+136.5% | $4,079+65.6% | $2,281+196.1% |
| Participant deferral / active EE | $7,771 | $4,038+92.4% | $5,326+45.9% | $3,203+142.6% |
| Admin fee / account holder | $49 | $5,976-99.2% | $8,308-99.4% | $4,296-98.9% |