Filed March 5, 2013
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 | $38,719 |
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 | $81,213 | $67,228+20.8% | $117,854-31.1% | $77,958+4.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 17.88% | 19.13%-1.2pp | 335.08%-317.2pp | 20.87%-3.0pp |
| Employer contribution / active EE | $3,932 | $2,211+77.9% | $3,786+3.9% | $2,310+70.2% |
| Participant deferral / active EE | $10,491 | $3,653+187.2% | $4,482+134.1% | $3,537+196.6% |
| Admin fee / account holder | $32 | $76-58.4% | $8,020-99.6% | $97-67.6% |