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 | $9,388 |
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 | $171,879 | $155,795+10.3% | $136,294+26.1% | $69,631+146.8% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 70.7%+24.3pp |
| Annual return | 19.61% | 232464.33%-232444.7pp | 5155.94%-5136.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $8,002 | $2,991+167.5% | $4,695+70.4% | $2,032+293.8% |
| Participant deferral / active EE | $16,845 | $5,394+212.3% | $6,247+169.6% | $3,224+422.5% |
| Admin fee / account holder | $8 | $128-93.4% | $9,243-99.9% | $110-92.3% |