Filed July 18, 2014 (most recent of 4 filings on file)
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 | $53,583 |
QBI, LLC1 year Filed as: QBI Service code 15 · EIN 26-2768667 | Recordkeeping | $27,500 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,549 | $87,173-82.2% | $59,878-74.0% | $75,289-79.3% |
| Participation rate | 82.6% | 74.5%+8.2pp | 74.7%+7.9pp | 72.4%+10.2pp |
| Annual return | -4.85% | -2.14%-2.7pp | 3.46%-8.3pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,132 | $3,473-67.4% | $2,722-58.4% | $2,405-52.9% |
| Participant deferral / active EE | $2,506 | $3,379-25.8% | $3,402-26.3% | $3,739-33.0% |
| Admin fee / account holder | $45 | $75-39.7% | $3,590-98.7% | $102-55.9% |