Filed May 23, 2018
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 7-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 | $139,431 |
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 | $125,318 | $151,876-17.5% | $113,168+10.7% | $117,739+6.4% |
| Participation rate | 72.2% | 92.5%-20.4pp | 76.6%-4.4pp | 76.6%-4.5pp |
| Annual return | -1.75% | 15.75%-17.5pp | 24.27%-26.0pp | 17.29%-19.0pp |
| Employer contribution / active EE | $3,031 | $4,598-34.1% | $2,975+1.9% | $3,746-19.1% |
| Participant deferral / active EE | $5,851 | $7,767-24.7% | $5,107+14.6% | $6,128-4.5% |
| Admin fee / account holder | $28 | $70-60.4% | $12,068-99.8% | $112-75.2% |