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 | $266,019 |
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 | $155,788 | $110,699+40.7% | $177,821-12.4% | $90,288+72.5% |
| Participation rate | 98.9% | 88.3%+10.5pp | 87.7%+11.1pp | 73.4%+25.5pp |
| Annual return | 14.64% | 22.79%-8.1pp | 48.32%-33.7pp | 53.97%-39.3pp |
| Employer contribution / active EE | $5,579 | $4,118+35.5% | $5,918-5.7% | $2,524+121.0% |
| Participant deferral / active EE | $8,556 | $6,731+27.1% | $7,714+10.9% | $4,232+102.2% |
| Admin fee / account holder | $37 | $90-58.7% | $12,427-99.7% | $114-67.4% |