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 | $341,956 |
Annual investment return 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 | $93,618 | $90,410+3.5% | $91,001+2.9% | $77,958+20.1% |
| Participation rate | 78.0% | 86.4%-8.4pp | 75.6%+2.4pp | 71.6%+6.4pp |
| Annual return | 12.20% | 21.34%-9.1pp | 4.60%+7.6pp | 20.87%-8.7pp |
| Employer contribution / active EE | $3,314 | $3,392-2.3% | $2,456+35.0% | $2,310+43.4% |
| Participant deferral / active EE | $3,721 | $4,816-22.7% | $3,547+4.9% | $3,537+5.2% |
| Admin fee / account holder | $65 | $79-18.1% | $5,417-98.8% | $97-33.6% |