Filed July 3, 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 | $13,336 |
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 | $59,366 | $23,385+153.9% | $69,182-14.2% | $57,658+3.0% |
| Participation rate | 88.0% | 37.9%+50.1pp | 55.1%+32.9pp | 70.2%+17.8pp |
| Annual return | 8.92% | -659.34%+668.3pp | -21.93%+30.9pp | 5.13%+3.8pp |
| Employer contribution / active EE | $2,683 | $422+535.2% | $1,206+122.5% | $1,974+36.0% |
| Participant deferral / active EE | $3,655 | $843+333.5% | $1,897+92.7% | $3,061+19.4% |
| Admin fee / account holder | $32 | $82-60.8% | $2,697-98.8% | $95-65.9% |