Filed March 10, 2009 (most recent of 3 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 | $15,199 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,182 | $54,590-77.7% | $81,930-85.1% | $73,488-83.4% |
| Participation rate | 92.1% | 68.3%+23.8pp | 72.0%+20.1pp | 70.7%+21.4pp |
| Annual return | 9.46% | 17.74%-8.3pp | 29.49%-20.0pp | 28.51%-19.0pp |
| Employer contribution / active EE | $732 | $1,636-55.3% | $4,310-83.0% | $2,270-67.8% |
| Participant deferral / active EE | $1,851 | $2,759-32.9% | $7,107-74.0% | $3,740-50.5% |
| Admin fee / account holder | $38 | $592-93.6% | $5,158-99.3% | $513-92.7% |