Filed November 5, 2008 (most recent of 2 filings on file)
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 | $4,785 |
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.
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 | $21,543 | $71,957-70.1% | $67,652-68.2% | $59,188-63.6% |
| Participation rate | 84.1% | 82.7%+1.5pp | 75.7%+8.5pp | 69.4%+14.7pp |
| Annual return | 1.05% | 8.53%-7.5pp | 6625.04%-6624.0pp | 5.51%-4.5pp |
| Employer contribution / active EE | $860 | $2,432-64.6% | $2,266-62.1% | $2,098-59.0% |
| Participant deferral / active EE | $978 | $4,211-76.8% | $3,560-72.5% | $3,265-70.1% |
| Admin fee / account holder | $9 | $64-86.6% | $4,821-99.8% | $92-90.7% |