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 | $28,488 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,029 | $56,485-50.4% | $185,823-84.9% | $86,799-67.7% |
| Participation rate | 91.1% | 65.5%+25.6pp | 81.7%+9.4pp | 72.3%+18.8pp |
| Annual return | 14.77% | 118.04%-103.3pp | 122.05%-107.3pp | 97.91%-83.1pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,629 | $2,553+3.0% | $5,568-52.8% | $4,131-36.4% |
| Admin fee / account holder | $26 | $150-82.7% | $16,237-99.8% | $170-84.7% |