Filed February 15, 2008 (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 |
|---|---|---|
FIRST NATIONAL CORPORATION4 years Service code 16 · EIN 04-2541452 | Consulting | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,969 |
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 | $38,348 | $63,114-39.2% | $92,893-58.7% | $65,185-41.2% |
| Participation rate | 99.2% | 68.8%+30.4pp | 76.0%+23.2pp | 70.2%+29.0pp |
| Annual return | 21.37% | 28.75%-7.4pp | 109.41%-88.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,772 | $2,571-31.1% | $3,653-51.5% | $2,177-18.6% |
| Participant deferral / active EE | $5,995 | $3,108+92.9% | $4,236+41.5% | $3,514+70.6% |
| Admin fee / account holder | $74 | $624-88.1% | $5,794-98.7% | $847-91.3% |