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 | $345,556 |
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 | $116,331 | $82,546+40.9% | $140,016-16.9% | $75,289+54.5% |
| Participation rate | 98.6% | 88.4%+10.3pp | 87.5%+11.1pp | 72.4%+26.2pp |
| Annual return | -4.20% | -0.36%-3.8pp | 651.12%-655.3pp | -0.04%-4.2pp |
| Employer contribution / active EE | $5,090 | $3,856+32.0% | $5,606-9.2% | $2,405+111.7% |
| Participant deferral / active EE | $7,602 | $5,731+32.6% | $6,927+9.7% | $3,739+103.3% |
| Admin fee / account holder | $49 | $86-43.3% | $10,705-99.5% | $102-52.4% |