Filed July 1, 2008
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 | $50,113 |
Filed as: CHASE BUSINESS FORMS Service code 38 · EIN 45-6114133 | Participant Communication | $31,028 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $21,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,307 | $51,897-30.0% | $84,750-57.2% | $329,111-89.0% |
| Participation rate | 50.8% | 73.2%-22.4pp | 76.6%-25.8pp | 67.9%-17.1pp |
| Annual return | 7.62% | 11.82%-4.2pp | 22.78%-15.2pp | 16.35%-8.7pp |
| Employer contribution / active EE | $1,298 | $3,022-57.0% | $3,574-63.7% | $2,303-43.6% |
| Participant deferral / active EE | $2,451 | $2,346+4.5% | $3,712-34.0% | $3,682-33.4% |
| Admin fee / account holder | $6 | $97-93.4% | $5,332-99.9% | $754-99.2% |