Filed May 30, 2013 (most recent of 2 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 8-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 | $19,280 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,794 | $101,523-16.5% | $141,162-39.9% | $77,787+9.0% |
| Participation rate | 99.5% | 77.4%+22.2pp | 82.5%+17.1pp | 73.2%+26.3pp |
| Annual return | 33.88% | 56.22%-22.3pp | 71.39%-37.5pp | 32.57%+1.3pp |
| Employer contribution / active EE | $5,872 | $3,341+75.7% | $4,735+24.0% | $2,504+134.4% |
| Participant deferral / active EE | $15,285 | $6,434+137.6% | $6,709+127.8% | $3,967+285.3% |
| Admin fee / account holder | $8 | $92-91.0% | $10,261-99.9% | $100-91.8% |