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 | $268,245 |
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 | $125,040 | $89,274+40.1% | $149,718-16.5% | $77,958+60.4% |
| Participation rate | 99.1% | 87.6%+11.5pp | 87.1%+12.1pp | 71.6%+27.5pp |
| Annual return | 16.60% | 20.36%-3.8pp | 1501.63%-1485.0pp | 20.87%-4.3pp |
| Employer contribution / active EE | $5,555 | $3,727+49.1% | $5,445+2.0% | $2,310+140.4% |
| Participant deferral / active EE | $7,699 | $5,382+43.0% | $6,569+17.2% | $3,537+117.7% |
| Admin fee / account holder | $38 | $240-84.2% | $11,283-99.7% | $97-61.0% |