Filed January 28, 2017 (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 | $6,650 |
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 | $48,298 | $88,730-45.6% | $82,313-41.3% | $77,958-38.0% |
| Participation rate | 97.3% | 84.5%+12.8pp | 76.9%+20.4pp | 71.6%+25.7pp |
| Annual return | 0.00% | 20.88%-20.9pp | 25.88%-25.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $3,965 | $2,758+43.8% | $2,428+63.3% | $2,310+71.6% |
| Participant deferral / active EE | $6,319 | $4,634+36.4% | $3,706+70.5% | $3,537+78.7% |
| Admin fee / account holder | $7 | $74-90.0% | $5,608-99.9% | $97-92.4% |