Filed March 22, 2007 (most recent of 3 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 | $34,087 |
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 | $145,278 | $73,404+97.9% | $87,100+66.8% | $67,579+115.0% |
| Participation rate | 97.5% | 80.9%+16.7pp | 76.9%+20.7pp | 71.3%+26.2pp |
| Annual return | 21.25% | 48.29%-27.0pp | 28.19%-6.9pp | 378.56%-357.3pp |
| Employer contribution / active EE | $6,643 | $2,014+229.9% | $2,521+163.5% | $2,148+209.3% |
| Participant deferral / active EE | $8,523 | $3,913+117.8% | $4,049+110.5% | $3,539+140.8% |
| Admin fee / account holder | $62 | $142-56.2% | $7,497-99.2% | $142-56.5% |