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 | $4,728 |
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 | $79,267 | $25,302+213.3% | $74,701+6.1% | $67,579+17.3% |
| Participation rate | 80.2% | 37.8%+42.4pp | 54.5%+25.8pp | 71.3%+9.0pp |
| Annual return | 23.23% | 10291.17%-10267.9pp | 752.92%-729.7pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,071 | $446+140.0% | $1,084-1.1% | $2,148-50.1% |
| Participant deferral / active EE | $3,872 | $954+305.9% | $1,964+97.2% | $3,539+9.4% |
| Admin fee / account holder | $13 | $108-87.9% | $3,333-99.6% | $142-90.8% |