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 | $150,045 |
Filed as: CAPTRUST Service code 10 · EIN 26-0058143 | Accounting | $90,332 |
Filed as: HOLTHOUSE CARLIN &VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $7,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,158 | $95,776-29.9% | $162,163-58.6% | $77,787-13.7% |
| Participation rate | 69.7% | 88.6%-18.9pp | 87.6%-17.8pp | 73.2%-3.5pp |
| Annual return | 27.83% | 37.03%-9.2pp | 115.59%-87.8pp | 32.57%-4.7pp |
| Employer contribution / active EE | $3,940 | $3,874+1.7% | $5,614-29.8% | $2,504+57.3% |
| Participant deferral / active EE | $5,054 | $6,125-17.5% | $7,298-30.7% | $3,967+27.4% |
| Admin fee / account holder | $154 | $88+75.6% | $10,843-98.6% | $100+53.9% |