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 | $5,646 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,174 | $47,977-80.9% | $154,107-94.0% | $56,287-83.7% |
| Participation rate | 74.2% | 66.2%+8.0pp | 83.0%-8.9pp | 69.9%+4.3pp |
| Annual return | -1.66% | 3.54%-5.2pp | 735.12%-736.8pp | -9.96%+8.3pp |
| Employer contribution / active EE | $377 | $2,169-82.6% | $5,298-92.9% | $2,111-82.1% |
| Participant deferral / active EE | $985 | $2,392-58.8% | $5,081-80.6% | $3,350-70.6% |
| Admin fee / account holder | $42 | $438-90.3% | $13,411-99.7% | $521-91.9% |