Filed January 30, 2010
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 | $8,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $23,938 | $70,106-65.9% | $80,975-70.4% | $63,975-62.6% |
| Participation rate | 89.8% | 79.4%+10.4pp | 75.8%+14.0pp | 71.1%+18.7pp |
| Annual return | 8.90% | 13.93%-5.0pp | 17.10%-8.2pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,105 | $2,042-45.9% | $3,714-70.2% | $2,182-49.3% |
| Participant deferral / active EE | $2,269 | $5,245-56.7% | $5,696-60.2% | $3,356-32.4% |
| Admin fee / account holder | $4 | $57-92.5% | $5,516-99.9% | $70-94.0% |