Filed June 5, 2013 (most recent of 3 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 10-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 | -$7,692 |
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 | $80,364 | $89,274-10.0% | $149,718-46.3% | $77,958+3.1% |
| Participation rate | 96.3% | 87.6%+8.7pp | 87.1%+9.3pp | 71.6%+24.7pp |
| Annual return | 20.53% | 20.36%+0.2pp | 1501.63%-1481.1pp | 20.87%-0.3pp |
| Employer contribution / active EE | $5,122 | $3,727+37.5% | $5,445-5.9% | $2,310+121.7% |
| Participant deferral / active EE | $5,134 | $5,382-4.6% | $6,569-21.8% | $3,537+45.2% |
| Admin fee / account holder | -$7 | $240-102.7% | $11,283-100.1% | $97-106.7% |