Filed November 14, 2008 (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 | $8,263 |
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 | $143,700 | $79,519+80.7% | $95,952+49.8% | $73,409+95.8% |
| Participation rate | 97.0% | 81.2%+15.9pp | 77.1%+20.0pp | 72.2%+24.9pp |
| Annual return | 22.03% | 19.20%+2.8pp | 91.61%-69.6pp | 59.29%-37.3pp |
| Employer contribution / active EE | $1,016 | $2,048-50.4% | $2,541-60.0% | $2,234-54.5% |
| Participant deferral / active EE | $3,881 | $4,138-6.2% | $4,167-6.8% | $3,805+2.0% |
| Admin fee / account holder | $23 | $184-87.6% | $6,795-99.7% | $158-85.5% |