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 | $8,887 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,006 | $30,086+169.3% | $61,373+32.0% | $64,808+25.0% |
| Participation rate | 92.5% | 36.4%+56.1pp | 52.6%+39.9pp | 71.5%+21.0pp |
| Annual return | -15.98% | -13.99%-2.0pp | 338.61%-354.6pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,454 | $536+171.1% | $1,159+25.4% | $2,506-42.0% |
| Participant deferral / active EE | $5,073 | $1,126+350.6% | $2,125+138.7% | $4,310+17.7% |
| Admin fee / account holder | $21 | $148-86.1% | $2,130-99.0% | $188-89.1% |