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 | $272,779 |
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 | $106,257 | $80,354+32.2% | $133,980-20.7% | $63,975+66.1% |
| Participation rate | 98.9% | 87.5%+11.4pp | 87.1%+11.9pp | 71.1%+27.8pp |
| Annual return | 8.22% | 13.11%-4.9pp | 29.30%-21.1pp | 48.65%-40.4pp |
| Employer contribution / active EE | $4,708 | $3,503+34.4% | $5,211-9.7% | $2,182+115.8% |
| Participant deferral / active EE | $6,975 | $5,239+33.2% | $6,282+11.0% | $3,356+107.8% |
| Admin fee / account holder | $38 | $69-45.0% | $9,324-99.6% | $70-45.9% |