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 | $7,288 |
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 | $28,925 | $80,360-64.0% | $90,160-67.9% | $77,958-62.9% |
| Participation rate | 87.1% | 81.9%+5.2pp | 76.9%+10.2pp | 71.6%+15.5pp |
| Annual return | 20.55% | 24.56%-4.0pp | 34.88%-14.3pp | 20.87%-0.3pp |
| Employer contribution / active EE | $1,002 | $2,326-56.9% | $3,318-69.8% | $2,310-56.6% |
| Participant deferral / active EE | $2,176 | $5,829-62.7% | $5,288-58.8% | $3,537-38.5% |
| Admin fee / account holder | $4 | $64-93.9% | $5,943-99.9% | $97-96.0% |