Filed July 25, 2018 (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 | $9,657 |
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 | $89,880 | $52,884+70.0% | $84,750+6.1% | $55,167+62.9% |
| Participation rate | 95.4% | 67.5%+27.9pp | 76.6%+18.8pp | 69.0%+26.4pp |
| Annual return | 8.78% | 18.03%-9.3pp | 22.78%-14.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $3,271 | $2,233+46.5% | $3,574-8.5% | $1,963+66.7% |
| Participant deferral / active EE | $7,022 | $2,644+165.6% | $3,712+89.2% | $3,054+129.9% |
| Admin fee / account holder | $31 | $581-94.6% | $5,332-99.4% | $504-93.8% |