Filed October 24, 2011
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 9-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 | $26,082 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,266 | $47,456-57.3% | $172,739-88.3% | $77,787-73.9% |
| Participation rate | 98.2% | 66.3%+31.9pp | 82.6%+15.5pp | 73.2%+24.9pp |
| Annual return | 5.92% | 35.57%-29.6pp | 802.84%-796.9pp | 32.57%-26.7pp |
| Employer contribution / active EE | $2,088 | $1,574+32.7% | $5,143-59.4% | $2,504-16.6% |
| Participant deferral / active EE | $2,628 | $2,560+2.7% | $5,198-49.4% | $3,967-33.8% |
| Admin fee / account holder | $22 | $81-72.2% | $13,954-99.8% | $100-77.5% |