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 | -$14,425 |
Form 5500 reported that benefits due were not provided when due.
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 | $64,414 | $89,274-27.8% | $149,718-57.0% | $77,958-17.4% |
| Participation rate | 72.5% | 87.6%-15.1pp | 87.1%-14.6pp | 71.6%+0.9pp |
| Annual return | 62.69% | 20.36%+42.3pp | 1501.63%-1438.9pp | 20.87%+41.8pp |
| Employer contribution / active EE | $2,830 | $3,727-24.1% | $5,445-48.0% | $2,310+22.5% |
| Participant deferral / active EE | $3,577 | $5,382-33.5% | $6,569-45.5% | $3,537+1.1% |
| Admin fee / account holder | -$11 | $240-104.5% | $11,283-100.1% | $97-111.2% |