Filed February 20, 2014
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 | $7,076 |
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 | $118,178 | $72,770+62.4% | $67,652+74.7% | $55,191+114.1% |
| Participation rate | 90.6% | 78.8%+11.8pp | 75.7%+14.9pp | 69.2%+21.4pp |
| Annual return | 1.67% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $6,368 | $1,769+259.9% | $2,266+181.1% | $1,899+235.4% |
| Participant deferral / active EE | $15,516 | $3,408+355.3% | $3,560+335.9% | $3,046+409.3% |
| Admin fee / account holder | $4 | $79-94.7% | $4,821-99.9% | $91-95.4% |