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 CORPORATION5 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $31,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,795 |
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 | $56,108 | $69,362-19.1% | $101,248-44.6% | $73,488-23.7% |
| Participation rate | 86.7% | 68.4%+18.3pp | 75.8%+10.9pp | 70.7%+16.0pp |
| Annual return | 12.80% | 18.46%-5.7pp | 46.47%-33.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,636 | $2,628-37.7% | $3,660-55.3% | $2,270-27.9% |
| Participant deferral / active EE | $6,502 | $3,300+97.0% | $4,370+48.8% | $3,740+73.9% |
| Admin fee / account holder | $158 | $704-77.6% | $5,945-97.3% | $513-69.3% |