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 | $235,374 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,241 | $120,057-76.5% | $75,696-62.7% | $93,030-69.6% |
| Participation rate | 92.9% | 77.3%+15.6pp | 74.8%+18.1pp | 73.9%+19.0pp |
| Annual return | 17.01% | 19.62%-2.6pp | 104.53%-87.5pp | 158.70%-141.7pp |
| Employer contribution / active EE | $1,960 | $3,253-39.7% | $2,743-28.5% | $2,706-27.6% |
| Participant deferral / active EE | $3,963 | $4,089-3.1% | $3,821+3.7% | $4,562-13.1% |
| Admin fee / account holder | $80 | $81-2.2% | $3,619-97.8% | $152-47.5% |