Filed June 8, 2009 (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 35-0145825 | Loan Processing | $77,779 |
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 | $72,821 | $36,916+97.3% | $156,549-53.5% | $57,658+26.3% |
| Participation rate | 88.3% | 63.4%+24.9pp | 84.0%+4.3pp | 70.2%+18.1pp |
| Annual return | 6.54% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,712 | $1,571+9.0% | $5,501-68.9% | $1,974-13.2% |
| Participant deferral / active EE | $3,543 | $1,926+84.0% | $4,871-27.3% | $3,061+15.8% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |