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 | $2,931 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,602 | $100,801+169.4% | $149,696+81.4% | $73,409+270.0% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.5%+13.2pp | 72.2%+23.5pp |
| Annual return | 31.21% | 265.34%-234.1pp | 276.60%-245.4pp | 59.29%-28.1pp |
| Employer contribution / active EE | $8,062 | $3,312+143.4% | $4,644+73.6% | $2,234+260.9% |
| Participant deferral / active EE | $19,037 | $6,404+197.3% | $6,842+178.3% | $3,805+400.3% |
| Admin fee / account holder | $5 | $181-97.3% | $9,309-99.9% | $158-96.9% |