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 | $61,316 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,190 | $104,317+145.6% | $159,436+60.7% | $86,799+195.2% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.8%+14.9pp | 72.3%+25.4pp |
| Annual return | -41.12% | 26.32%-67.4pp | 263.57%-304.7pp | 97.91%-139.0pp |
| Employer contribution / active EE | $13,159 | $3,451+281.3% | $4,829+172.5% | $2,405+447.1% |
| Participant deferral / active EE | $41,410 | $6,837+505.7% | $7,352+463.2% | $4,131+902.4% |
| Admin fee / account holder | $102 | $172-40.6% | $10,799-99.1% | $170-39.6% |