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 | $31,415 |
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 | $19,703 | $46,292-57.4% | $143,757-86.3% | $64,808-69.6% |
| Participation rate | 90.3% | 64.2%+26.1pp | 80.3%+10.0pp | 71.5%+18.8pp |
| Annual return | -17.31% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $401 | $1,910-79.0% | $4,951-91.9% | $2,506-84.0% |
| Participant deferral / active EE | $2,723 | $2,646+2.9% | $5,637-51.7% | $4,310-36.8% |
| Admin fee / account holder | $26 | $154-83.3% | $14,673-99.8% | $188-86.3% |