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 | $45,243 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $277,544 | $95,274+191.3% | $135,903+104.2% | $74,419+272.9% |
| Participation rate | 99.4% | 78.2%+21.3pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 23.82% | 32.77%-8.9pp | 68.23%-44.4pp | 34.38%-10.6pp |
| Employer contribution / active EE | $6,325 | $3,874+63.3% | $4,856+30.3% | $2,637+139.8% |
| Participant deferral / active EE | $17,889 | $7,782+129.9% | $7,758+130.6% | $4,528+295.1% |
| Admin fee / account holder | $83 | $266-68.7% | $10,762-99.2% | $348-76.0% |