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 | $200,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,862 | $95,918-15.7% | $151,611-46.7% | $77,904+3.8% |
| Participation rate | 72.5% | 88.7%-16.2pp | 87.5%-15.0pp | 73.7%-1.2pp |
| Annual return | -16.40% | -5.50%-10.9pp | 3.33%-19.7pp | 12.21%-28.6pp |
| Employer contribution / active EE | $5,124 | $4,330+18.3% | $6,166-16.9% | $2,848+79.9% |
| Participant deferral / active EE | $6,642 | $7,508-11.5% | $8,363-20.6% | $4,806+38.2% |
| Admin fee / account holder | $107 | $93+14.7% | $11,616-99.1% | $133-19.3% |