Filed September 4, 2008
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 | $4,119 |
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 | $58,631 | $55,415+5.8% | $155,509-62.3% | $74,495-21.3% |
| Participation rate | 71.7% | 61.9%+9.8pp | 78.2%-6.5pp | 67.2%+4.5pp |
| Annual return | 15.94% | 268.50%-252.6pp | 64.67%-48.7pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $951 | $2,267-58.0% | $4,672-79.6% | $2,623-63.7% |
| Participant deferral / active EE | $3,560 | $2,836+25.5% | $5,626-36.7% | $4,346-18.1% |
| Admin fee / account holder | $26 | $1,738-98.5% | $15,912-99.8% | $1,942-98.7% |