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 | $7,733 |
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 | $136,237 | $80,177+69.9% | $123,892+10.0% | $57,658+136.3% |
| Participation rate | 94.9% | 74.4%+20.4pp | 81.4%+13.5pp | 70.2%+24.6pp |
| Annual return | 9.47% | 17.90%-8.4pp | 47.52%-38.1pp | 5.13%+4.3pp |
| Employer contribution / active EE | $8,186 | $2,913+181.1% | $4,617+77.3% | $1,974+314.8% |
| Participant deferral / active EE | $16,058 | $5,130+213.0% | $5,984+168.3% | $3,061+424.7% |
| Admin fee / account holder | $5 | $106-95.4% | $8,357-99.9% | $95-94.9% |