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 | $39,589 |
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 | $45,329 | $54,788-17.3% | $92,233-50.9% | $80,976-44.0% |
| Participation rate | 59.4% | 77.1%-17.7pp | 76.5%-17.1pp | 68.3%-8.9pp |
| Annual return | 26.63% | 13.07%+13.6pp | 176.28%-149.6pp | 22.91%+3.7pp |
| Employer contribution / active EE | $1,537 | $3,430-55.2% | $3,679-58.2% | $2,402-36.0% |
| Participant deferral / active EE | $3,120 | $2,438+28.0% | $3,897-19.9% | $3,848-18.9% |
| Admin fee / account holder | $2 | $96-97.4% | $5,194-100.0% | $67-96.3% |