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 | $36,561 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,487 | $72,254-45.3% | $86,677-54.4% | $64,808-39.1% |
| Participation rate | 96.6% | 80.4%+16.2pp | 76.6%+20.1pp | 71.5%+25.2pp |
| Annual return | -19.83% | 392.42%-412.3pp | 35.91%-55.7pp | 32.82%-52.6pp |
| Employer contribution / active EE | $1,559 | $2,393-34.8% | $2,836-45.0% | $2,506-37.8% |
| Participant deferral / active EE | $4,544 | $4,658-2.4% | $4,656-2.4% | $4,310+5.4% |
| Admin fee / account holder | $45 | $174-74.1% | $7,493-99.4% | $188-76.1% |