Filed August 28, 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 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 | $91,772 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 45-5291215 | Advisory (Plan) | $26,250 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,190 | $59,623+118.4% | $95,585+36.2% | $85,563+52.2% |
| Participation rate | 61.6% | 57.2%+4.3pp | 72.1%-10.5pp | 66.0%-4.4pp |
| Annual return | 15.86% | 18.22%-2.4pp | 38.56%-22.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,136 | $1,669-32.0% | $2,527-55.0% | $2,654-57.2% |
| Participant deferral / active EE | $4,903 | $3,357+46.0% | $4,023+21.9% | $4,375+12.1% |
| Admin fee / account holder | $118 | $650-81.8% | $6,127-98.1% | $834-85.9% |