Filed December 30, 2016
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 9-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 | $94,114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $147,352 | $57,610+155.8% | $154,803-4.8% | $102,872+43.2% |
| Participation rate | 65.4% | 59.5%+6.0pp | 78.1%-12.6pp | 73.0%-7.6pp |
| Annual return | 16.43% | 30.49%-14.1pp | 58.88%-42.4pp | 19.06%-2.6pp |
| Employer contribution / active EE | $2,565 | $1,883+36.2% | $4,305-40.4% | $3,526-27.3% |
| Participant deferral / active EE | $6,736 | $2,914+131.1% | $5,540+21.6% | $5,535+21.7% |
| Admin fee / account holder | $56 | $368-84.8% | $14,329-99.6% | $292-80.8% |