Filed January 23, 2015 (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 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 | $46,873 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $26,615 |
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 | $58,049 | $40,174+44.5% | $84,015-30.9% | $67,579-14.1% |
| Participation rate | 72.4% | 62.7%+9.7pp | 69.0%+3.3pp | 71.3%+1.1pp |
| Annual return | 23.23% | 25.82%-2.6pp | 71.31%-48.1pp | 378.56%-355.3pp |
| Employer contribution / active EE | $727 | $808-10.0% | $1,983-63.4% | $2,148-66.2% |
| Participant deferral / active EE | $2,588 | $2,301+12.5% | $3,239-20.1% | $3,539-26.9% |
| Admin fee / account holder | $187 | $128+46.1% | $6,101-96.9% | $142+31.8% |