Filed February 10, 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 3-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 | $22,582 |
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 | $118,539 | $112,315+5.5% | $81,367+45.7% | $55,191+114.8% |
| Participation rate | 96.9% | 88.0%+8.9pp | 82.3%+14.6pp | 69.2%+27.7pp |
| Annual return | -0.27% | 0.62%-0.9pp | -0.92%+0.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,205 | $4,239-24.4% | $3,930-18.4% | $1,899+68.8% |
| Participant deferral / active EE | $4,617 | $6,435-28.3% | $5,383-14.2% | $3,046+51.6% |
| Admin fee / account holder | $48 | $83-41.9% | $8,926-99.5% | $91-46.6% |