Filed October 27, 2008 (most recent of 2 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 | $2,486 |
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 | $83,354 | $98,982-15.8% | $162,163-48.6% | $65,185+27.9% |
| Participation rate | 95.1% | 85.8%+9.3pp | 87.6%+7.5pp | 70.2%+24.9pp |
| Annual return | 23.73% | 24.84%-1.1pp | 115.59%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $4,071 | $3,467+17.4% | $5,614-27.5% | $2,177+87.0% |
| Participant deferral / active EE | $3,438 | $5,384-36.2% | $7,298-52.9% | $3,514-2.2% |
| Admin fee / account holder | $16 | $596-97.3% | $10,843-99.9% | $847-98.1% |