Filed April 9, 2009
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 4-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 | -$121,718 |
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 | $185,308 | $95,918+93.2% | $151,611+22.2% | $77,904+137.9% |
| Participation rate | 86.1% | 88.7%-2.7pp | 87.5%-1.4pp | 73.7%+12.4pp |
| Annual return | -10.88% | -5.50%-5.4pp | 3.33%-14.2pp | 12.21%-23.1pp |
| Employer contribution / active EE | $3,433 | $4,330-20.7% | $6,166-44.3% | $2,848+20.5% |
| Participant deferral / active EE | $18,284 | $7,508+143.5% | $8,363+118.6% | $4,806+280.4% |
| Admin fee / account holder | -$28 | $93-130.3% | $11,616-100.2% | $133-121.3% |