Filed May 2, 2017 (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 | $14,675 |
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 | $69,395 | $68,413+1.4% | $123,104-43.6% | $55,191+25.7% |
| Participation rate | 70.7% | 84.5%-13.8pp | 86.8%-16.0pp | 69.2%+1.6pp |
| Annual return | 4.19% | 6.30%-2.1pp | 13.22%-9.0pp | 10.78%-6.6pp |
| Employer contribution / active EE | $3,086 | $3,050+1.2% | $5,151-40.1% | $1,899+62.5% |
| Participant deferral / active EE | $3,800 | $4,490-15.4% | $6,230-39.0% | $3,046+24.7% |
| Admin fee / account holder | $21 | $88-75.8% | $9,015-99.8% | $91-76.6% |