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 | $11,091 |
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 | $166,612 | $75,388+121.0% | $123,544+34.9% | $55,725+199.0% |
| Participation rate | 96.7% | 75.7%+21.1pp | 82.3%+14.5pp | 70.9%+25.9pp |
| Annual return | -4.12% | 4.48%-8.6pp | 119.20%-123.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $7,861 | $3,063+156.6% | $4,628+69.9% | $2,078+278.2% |
| Participant deferral / active EE | $17,888 | $5,651+216.6% | $6,426+178.4% | $3,356+433.1% |
| Admin fee / account holder | $24 | $120-80.3% | $9,284-99.7% | $115-79.6% |