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 | -$111,662 |
Form 5500 reported that benefits due were not provided when due.
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 | $57,106 | $82,546-30.8% | $140,016-59.2% | $75,289-24.2% |
| Participation rate | 70.9% | 88.4%-17.5pp | 87.5%-16.6pp | 72.4%-1.5pp |
| Annual return | -3.35% | -0.36%-3.0pp | 651.12%-654.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $3,784 | $3,856-1.9% | $5,606-32.5% | $2,405+57.3% |
| Participant deferral / active EE | $4,773 | $5,731-16.7% | $6,927-31.1% | $3,739+27.7% |
| Admin fee / account holder | -$78 | $86-190.9% | $10,705-100.7% | $102-176.2% |