Filed December 2, 2011
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 | $120,363 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $57,475 |
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 | $38,498 | $130,141-70.4% | $86,677-55.6% | $77,904-50.6% |
| Participation rate | 88.2% | 85.9%+2.3pp | 76.6%+11.6pp | 73.7%+14.5pp |
| Annual return | -13.98% | -12.75%-1.2pp | 35.91%-49.9pp | 12.21%-26.2pp |
| Employer contribution / active EE | $2,220 | $3,220-31.0% | $2,836-21.7% | $2,848-22.0% |
| Participant deferral / active EE | $4,902 | $5,757-14.9% | $4,656+5.3% | $4,806+2.0% |
| Admin fee / account holder | $140 | $132+6.4% | $7,493-98.1% | $133+5.7% |