Filed March 30, 2007 (most recent of 5 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 | $171,038 |
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 | $33,009 | $45,382-27.3% | $154,107-78.6% | $75,289-56.2% |
| Participation rate | 88.2% | 65.9%+22.3pp | 83.0%+5.2pp | 72.4%+15.8pp |
| Annual return | -5.12% | -0.47%-4.7pp | 735.12%-740.2pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,419 | $1,533-7.4% | $5,298-73.2% | $2,405-41.0% |
| Participant deferral / active EE | $3,571 | $2,384+49.8% | $5,081-29.7% | $3,739-4.5% |
| Admin fee / account holder | $48 | $89-46.3% | $13,411-99.6% | $102-53.1% |