Filed August 29, 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 | $21,713 |
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 | $35,280 | $65,118-45.8% | $76,768-54.0% | $55,725-36.7% |
| Participation rate | 80.2% | 79.6%+0.6pp | 77.0%+3.2pp | 70.9%+9.3pp |
| Annual return | -4.55% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,927 | $1,941+50.8% | $2,485+17.8% | $2,078+40.8% |
| Participant deferral / active EE | $6,298 | $3,688+70.8% | $3,852+63.5% | $3,356+87.7% |
| Admin fee / account holder | $18 | $116-84.3% | $6,675-99.7% | $115-84.2% |