Filed November 11, 2008
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 | $4,094 |
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 | $50,430 | $42,582+18.4% | $171,082-70.5% | $57,658-12.5% |
| Participation rate | 81.8% | 63.9%+17.8pp | 76.7%+5.1pp | 70.2%+11.5pp |
| Annual return | 9.12% | 308.67%-299.6pp | 32.56%-23.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $520 | $1,306-60.2% | $4,002-87.0% | $1,974-73.7% |
| Participant deferral / active EE | $3,965 | $2,933+35.2% | $4,797-17.4% | $3,061+29.5% |
| Admin fee / account holder | $15 | $82-81.8% | $8,520-99.8% | $95-84.1% |