Filed June 10, 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 | -$94,260 |
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 | $112,162 | $69,305+61.8% | $82,313+36.3% | $69,631+61.1% |
| Participation rate | 96.3% | 80.3%+16.0pp | 76.9%+19.4pp | 70.7%+25.6pp |
| Annual return | 18.76% | 21.47%-2.7pp | 25.88%-7.1pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $3,495 | $1,887+85.3% | $2,428+43.9% | $2,032+72.0% |
| Participant deferral / active EE | $10,127 | $3,568+183.8% | $3,706+173.3% | $3,224+214.1% |
| Admin fee / account holder | $19 | $97-80.5% | $5,608-99.7% | $110-82.9% |