Filed July 6, 2011 (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 | -$16,609 |
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 | $249,888 | $130,194+91.9% | $169,993+47.0% | $71,457+249.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 21.99% | 20.37%+1.6pp | 53.37%-31.4pp | 28.85%-6.9pp |
| Employer contribution / active EE | $11,710 | $4,381+167.3% | $6,785+72.6% | $2,588+352.5% |
| Participant deferral / active EE | $12,473 | $6,923+80.2% | $10,408+19.8% | $4,289+190.8% |
| Admin fee / account holder | $150 | $966-84.5% | $12,815-98.8% | $1,587-90.6% |