Filed March 24, 2008 (most recent of 5 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 | $242,983 |
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 | $98,475 | $75,760+30.0% | $123,104-20.0% | $59,188+66.4% |
| Participation rate | 99.0% | 86.0%+12.9pp | 86.8%+12.2pp | 69.4%+29.5pp |
| Annual return | 0.90% | 2.93%-2.0pp | 13.22%-12.3pp | 5.51%-4.6pp |
| Employer contribution / active EE | $5,009 | $3,415+46.7% | $5,151-2.8% | $2,098+138.8% |
| Participant deferral / active EE | $6,908 | $5,000+38.1% | $6,230+10.9% | $3,265+111.6% |
| Admin fee / account holder | $34 | $61-43.8% | $9,015-99.6% | $92-63.0% |