Filed September 23, 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 | $114,543 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,250 | $159,202-15.0% | $97,995+38.0% | $77,958+73.5% |
| Participation rate | 89.2% | 91.5%-2.3pp | 82.4%+6.8pp | 71.6%+17.5pp |
| Annual return | 16.74% | 28.47%-11.7pp | 23.94%-7.2pp | 20.87%-4.1pp |
| Employer contribution / active EE | $2,265 | $4,224-46.4% | $4,158-45.5% | $2,310-2.0% |
| Participant deferral / active EE | $5,434 | $7,461-27.2% | $5,097+6.6% | $3,537+53.7% |
| Admin fee / account holder | $52 | $83-37.6% | $5,943-99.1% | $97-47.0% |