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 | $1,475 |
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 | $87,897 | $136,307-35.5% | $177,821-50.6% | $73,488+19.6% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.7%+10.8pp | 70.7%+27.8pp |
| Annual return | 15.08% | 18.68%-3.6pp | 48.32%-33.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $6,062 | $3,712+63.3% | $5,918+2.4% | $2,270+167.0% |
| Participant deferral / active EE | $4,152 | $5,829-28.8% | $7,714-46.2% | $3,740+11.0% |
| Admin fee / account holder | $9 | $596-98.5% | $12,427-99.9% | $513-98.3% |