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 | $12,161 |
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 | $89,311 | $56,443+58.2% | $83,848+6.5% | $55,725+60.3% |
| Participation rate | 93.8% | 72.0%+21.8pp | 76.1%+17.7pp | 70.9%+23.0pp |
| Annual return | -5.01% | 393.67%-398.7pp | 850.88%-855.9pp | 244.93%-249.9pp |
| Employer contribution / active EE | $4,330 | $2,682+61.5% | $3,631+19.3% | $2,078+108.4% |
| Participant deferral / active EE | $8,259 | $2,965+178.6% | $4,082+102.4% | $3,356+146.1% |
| Admin fee / account holder | $32 | $156-79.3% | $5,478-99.4% | $115-71.9% |