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 | $98,086 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 45-5291215 | Advisory (Plan) | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $116,850 | $58,336+100.3% | $97,167+20.3% | $199,768-41.5% |
| Participation rate | 54.5% | 63.8%-9.3pp | 72.7%-18.2pp | 72.0%-17.5pp |
| Annual return | 13.19% | 32.81%-19.6pp | 75.27%-62.1pp | 34.26%-21.1pp |
| Employer contribution / active EE | $856 | $1,416-39.6% | $2,729-68.6% | $3,037-71.8% |
| Participant deferral / active EE | $3,774 | $3,240+16.5% | $4,264-11.5% | $5,090-25.8% |
| Admin fee / account holder | $138 | $114+21.0% | $5,650-97.6% | $269-48.7% |