Filed April 30, 2009
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 | -$588,177 |
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 | $216,809 | $139,268+55.7% | $177,821+21.9% | $106,222+104.1% |
| Participation rate | 100.0% | 91.6%+8.4pp | 87.7%+12.2pp | 70.8%+29.2pp |
| Annual return | 19.05% | 17.20%+1.9pp | 48.32%-29.3pp | 21.69%-2.6pp |
| Employer contribution / active EE | $13,489 | $4,832+179.1% | $5,918+127.9% | $2,723+395.3% |
| Participant deferral / active EE | $11,746 | $7,227+62.5% | $7,714+52.3% | $4,600+155.3% |
| Admin fee / account holder | $4 | $97-95.8% | $12,427-100.0% | $78-94.8% |