Filed March 27, 2007
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 | $3,344 |
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 | $128,903 | $55,449+132.5% | $83,848+53.7% | $56,287+129.0% |
| Participation rate | 91.0% | 68.0%+23.0pp | 76.1%+14.8pp | 69.9%+21.1pp |
| Annual return | -4.67% | -1.38%-3.3pp | 850.88%-855.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,775 | $2,430+14.2% | $3,631-23.6% | $2,111+31.5% |
| Participant deferral / active EE | $6,644 | $2,935+126.3% | $4,082+62.8% | $3,350+98.3% |
| Admin fee / account holder | $15 | $656-97.7% | $5,478-99.7% | $521-97.0% |