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 | -$625,587 |
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 | $227,328 | $135,240+68.1% | $169,993+33.7% | $96,393+135.8% |
| Participation rate | 99.8% | 86.5%+13.3pp | 87.0%+12.8pp | 71.3%+28.5pp |
| Annual return | 23.18% | 22.04%+1.1pp | 53.37%-30.2pp | 22.88%+0.3pp |
| Employer contribution / active EE | $15,087 | $5,029+200.0% | $6,785+122.3% | $3,238+365.9% |
| Participant deferral / active EE | $13,258 | $8,138+62.9% | $10,408+27.4% | $5,455+143.1% |
| Admin fee / account holder | $4 | $85-95.5% | $12,815-100.0% | $74-94.9% |