Filed June 8, 2009 (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 | $5,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,251 | $56,629+115.9% | $77,999+56.7% | $55,167+121.6% |
| Participation rate | 97.3% | 73.3%+24.0pp | 75.5%+21.8pp | 69.0%+28.3pp |
| Annual return | 6.17% | 2866.98%-2860.8pp | 425.96%-419.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,773 | $2,777+143.9% | $3,497+93.7% | $3,054+121.8% |
| Admin fee / account holder | $24 | $467-94.9% | $5,480-99.6% | $504-95.2% |