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 | -$7,120 |
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 | $82,789 | $54,320+52.4% | $67,652+22.4% | $52,331+58.2% |
| Participation rate | 79.4% | 73.6%+5.8pp | 75.7%+3.7pp | 68.1%+11.3pp |
| Annual return | 3.91% | 6.81%-2.9pp | 6625.04%-6621.1pp | 4.54%-0.6pp |
| Employer contribution / active EE | $1,094 | $1,544-29.1% | $2,266-51.7% | $1,882-41.8% |
| Participant deferral / active EE | $3,432 | $2,950+16.3% | $3,560-3.6% | $3,022+13.6% |
| Admin fee / account holder | $8 | $527-98.5% | $4,821-99.8% | $592-98.7% |