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 | -$765,854 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,355 | $118,441+55.7% | $151,611+21.6% | $89,394+106.2% |
| Participation rate | 99.9% | 88.0%+11.9pp | 87.5%+12.4pp | 71.3%+28.6pp |
| Annual return | -17.71% | -9.10%-8.6pp | 3.33%-21.0pp | -11.89%-5.8pp |
| Employer contribution / active EE | $13,583 | $4,770+184.8% | $6,166+120.3% | $3,022+349.5% |
| Participant deferral / active EE | $11,831 | $7,648+54.7% | $8,363+41.5% | $5,123+130.9% |
| Admin fee / account holder | $4 | $90-96.0% | $11,616-100.0% | $79-95.5% |