Filed August 23, 2012
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 | $82,028 |
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 | $230,515 | $128,899+78.8% | $113,168+103.7% | $102,872+124.1% |
| Participation rate | 86.6% | 87.0%-0.4pp | 76.6%+10.1pp | 73.0%+13.6pp |
| Annual return | 18.06% | 15.88%+2.2pp | 24.27%-6.2pp | 19.06%-1.0pp |
| Employer contribution / active EE | $8,069 | $3,713+117.3% | $2,975+171.2% | $3,526+128.8% |
| Participant deferral / active EE | $10,046 | $6,787+48.0% | $5,107+96.7% | $5,535+81.5% |
| Admin fee / account holder | $41 | $129-68.5% | $12,068-99.7% | $292-86.0% |