Filed June 11, 2008 (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 | $39,921 |
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 | $54,725 | $50,106+9.2% | $70,014-21.8% | $57,658-5.1% |
| Participation rate | 99.3% | 70.9%+28.4pp | 71.8%+27.4pp | 70.2%+29.0pp |
| Annual return | 7.65% | 14.58%-6.9pp | 12.99%-5.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,542 | $1,739-11.3% | $2,338-34.1% | $1,974-21.9% |
| Participant deferral / active EE | $3,694 | $2,486+48.6% | $2,931+26.1% | $3,061+20.7% |
| Admin fee / account holder | $125 | $89+40.3% | $4,380-97.1% | $95+32.4% |