Filed February 12, 2009 (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 | $81,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,560 | $168,231-69.9% | $67,834-25.5% | $63,975-21.0% |
| Participation rate | 57.6% | 66.8%-9.2pp | 68.8%-11.2pp | 71.1%-13.5pp |
| Annual return | 8.54% | 11.76%-3.2pp | 138.47%-129.9pp | 48.65%-40.1pp |
| Employer contribution / active EE | $1,277 | $1,907-33.0% | $2,403-46.8% | $2,182-41.4% |
| Participant deferral / active EE | $2,306 | $2,827-18.4% | $3,160-27.0% | $3,356-31.3% |
| Admin fee / account holder | $31 | $81-61.9% | $4,622-99.3% | $70-56.5% |