Filed April 28, 2007 (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 | $1,338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,741 | $100,041-34.3% | $149,718-56.1% | $70,131-6.3% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.1%+8.5pp | 69.5%+26.1pp |
| Annual return | 24.45% | 27.43%-3.0pp | 1501.63%-1477.2pp | 73.14%-48.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,794 | $4,983-3.8% | $6,569-27.0% | $3,332+43.9% |
| Admin fee / account holder | $18 | $8,286-99.8% | $11,283-99.8% | $4,645-99.6% |