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 CORPORATION6 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,356 |
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 | $63,841 | $77,660-17.8% | $109,143-41.5% | $79,386-19.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 15.21% | 23.44%-8.2pp | 25.75%-10.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $1,644 | $2,797-41.2% | $3,722-55.8% | $2,427-32.3% |
| Participant deferral / active EE | $8,316 | $3,518+136.4% | $4,653+78.7% | $4,046+105.5% |
| Admin fee / account holder | $109 | $732-85.2% | $6,752-98.4% | $626-82.7% |