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 | $10,461 |
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 | $99,734 | $60,545+64.7% | $92,233+8.1% | $69,631+43.2% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.5%+17.6pp | 70.7%+23.4pp |
| Annual return | 18.80% | 19.71%-0.9pp | 176.28%-157.5pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $4,017 | $2,633+52.6% | $3,679+9.2% | $2,032+97.7% |
| Participant deferral / active EE | $7,582 | $2,828+168.1% | $3,897+94.6% | $3,224+135.2% |
| Admin fee / account holder | $31 | $145-78.4% | $5,194-99.4% | $110-71.6% |