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 | $103,581 |
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 | $34,131 | $86,338-60.5% | $91,989-62.9% | $77,787-56.1% |
| Participation rate | 87.8% | 82.9%+4.9pp | 78.6%+9.2pp | 73.2%+14.6pp |
| Annual return | 26.09% | 29.65%-3.6pp | 69.02%-42.9pp | 32.57%-6.5pp |
| Employer contribution / active EE | $1,031 | $2,988-65.5% | $3,452-70.1% | $2,504-58.8% |
| Participant deferral / active EE | $2,305 | $6,908-66.6% | $5,923-61.1% | $3,967-41.9% |
| Admin fee / account holder | $57 | $79-28.6% | $7,743-99.3% | $100-43.4% |