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 | $59,317 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $234,583 | $82,202+185.4% | $125,339+87.2% | $64,808+262.0% |
| Participation rate | 99.1% | 77.9%+21.2pp | 82.4%+16.7pp | 71.5%+27.6pp |
| Annual return | -18.07% | 3.48%-21.5pp | 572.05%-590.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $6,433 | $3,615+77.9% | $4,814+33.6% | $2,506+156.7% |
| Participant deferral / active EE | $17,609 | $7,175+145.4% | $7,446+136.5% | $4,310+308.5% |
| Admin fee / account holder | $113 | $163-30.9% | $10,010-98.9% | $188-40.0% |