Filed June 7, 2007 (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 | $38,493 |
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 | $115,061 | $81,537+41.1% | $149,718-23.1% | $69,631+65.2% |
| Participation rate | 97.1% | 86.1%+10.9pp | 87.1%+10.0pp | 70.7%+26.4pp |
| Annual return | 23.14% | 22.79%+0.4pp | 1501.63%-1478.5pp | 27571.02%-27547.9pp |
| Employer contribution / active EE | $2,887 | $3,239-10.9% | $5,445-47.0% | $2,032+42.1% |
| Participant deferral / active EE | $12,004 | $4,994+140.4% | $6,569+82.7% | $3,224+272.4% |
| Admin fee / account holder | $66 | $107-38.1% | $11,283-99.4% | $110-40.1% |