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 | $206,964 |
ALMICH & ASSOCIATES3 years Service code 10 · EIN 33-0526284 | Accounting | $11,500 |
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 | $24,665 | $98,780-75.0% | $60,874-59.5% | $77,904-68.3% |
| Participation rate | 93.9% | 76.7%+17.3pp | 73.1%+20.8pp | 73.7%+20.3pp |
| Annual return | -15.44% | -11.56%-3.9pp | 16.90%-32.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $2,065 | $3,605-42.7% | $2,701-23.6% | $2,848-27.5% |
| Participant deferral / active EE | $4,198 | $4,2000% | $3,817+10.0% | $4,806-12.6% |
| Admin fee / account holder | $66 | $89-25.1% | $3,224-97.9% | $133-49.9% |