Filed June 7, 2014 (most recent of 2 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 | -$20,994 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,550 | $72,770+36.8% | $67,652+47.1% | $55,191+80.4% |
| Participation rate | 94.9% | 78.8%+16.1pp | 75.7%+19.2pp | 69.2%+25.8pp |
| Annual return | 2.82% | -3.26%+6.1pp | 6625.04%-6622.2pp | 10.78%-8.0pp |
| Employer contribution / active EE | $2,377 | $1,769+34.4% | $2,266+4.9% | $1,899+25.2% |
| Participant deferral / active EE | $4,392 | $3,408+28.9% | $3,560+23.4% | $3,046+44.2% |
| Admin fee / account holder | -$27 | $79-134.1% | $4,821-100.6% | $91-129.6% |