Filed June 22, 2010 (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 | $435,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,379 | $117,928-36.9% | $77,999-4.6% | $65,292+13.9% |
| Participation rate | 59.2% | 85.6%-26.4pp | 75.5%-16.3pp | 72.4%-13.3pp |
| Annual return | 11.17% | 11.37%-0.2pp | 425.96%-414.8pp | 11.84%-0.7pp |
| Employer contribution / active EE | $2,346 | $3,999-41.3% | $2,470-5.0% | $2,302+1.9% |
| Participant deferral / active EE | $2,601 | $5,945-56.3% | $3,497-25.6% | $3,579-27.3% |
| Admin fee / account holder | $74 | $66+11.3% | $5,480-98.7% | $57+28.4% |