Filed December 31, 2010 (most recent of 6 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 | -$1,569 |
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 | $87,062 | $111,608-22.0% | $177,821-51.0% | $73,409+18.6% |
| Participation rate | 98.1% | 87.9%+10.2pp | 87.7%+10.3pp | 72.2%+25.9pp |
| Annual return | 17.39% | 18.23%-0.8pp | 48.32%-30.9pp | 59.29%-41.9pp |
| Employer contribution / active EE | $2,940 | $3,796-22.6% | $5,918-50.3% | $2,234+31.6% |
| Participant deferral / active EE | $6,523 | $6,199+5.2% | $7,714-15.4% | $3,805+71.4% |
| Admin fee / account holder | $29 | $166-82.7% | $12,427-99.8% | $158-81.9% |