Filed January 24, 2011 (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 | $26,703 |
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 | $23,965 | $46,173-48.1% | $170,442-85.9% | $69,631-65.6% |
| Participation rate | 87.8% | 63.9%+23.9pp | 83.6%+4.2pp | 70.7%+17.1pp |
| Annual return | 21.11% | 21.62%-0.5pp | 205.93%-184.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,109 | $2,080+1.4% | $4,939-57.3% | $3,224-34.6% |
| Admin fee / account holder | $28 | $116-75.8% | $13,880-99.8% | $110-74.6% |