Filed August 3, 2012 (most recent of 3 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 | $85,366 |
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 | $60,099 | $60,229-0.2% | $90,749-33.8% | - |
| Participation rate | 90.3% | 66.7%+23.6pp | 75.7%+14.6pp | - |
| Annual return | -14.43% | -8.37%-6.1pp | -12.16%-2.3pp | - |
| Employer contribution / active EE | $3,037 | $1,436+111.6% | $2,921+4.0% | - |
| Participant deferral / active EE | $4,563 | $3,579+27.5% | $4,5640% | - |
| Admin fee / account holder | $16 | $2,834-99.4% | $8,445-99.8% | - |