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 | -$6,338 |
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 | $73,786 | $23,224+217.7% | $71,086+3.8% | $55,725+32.4% |
| Participation rate | 75.4% | 37.9%+37.5pp | 54.7%+20.7pp | 70.9%+4.5pp |
| Annual return | -3.69% | -2.87%-0.8pp | 650.59%-654.3pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,071 | $436+145.6% | $1,088-1.5% | $2,078-48.5% |
| Participant deferral / active EE | $3,704 | $929+298.7% | $1,874+97.6% | $3,356+10.4% |
| Admin fee / account holder | -$18 | $118-115.0% | $3,082-100.6% | $115-115.3% |