Filed June 5, 2008 (most recent of 2 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 4-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 | $19,556 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,917 | $85,135-8.5% | $98,907-21.2% | $73,409+6.1% |
| Participation rate | 99.7% | 81.1%+18.6pp | 76.0%+23.7pp | 72.2%+27.5pp |
| Annual return | -3.62% | 19.14%-22.8pp | 196.43%-200.1pp | 59.29%-62.9pp |
| Employer contribution / active EE | $10,997 | $2,721+304.2% | $2,689+309.0% | $2,234+392.4% |
| Participant deferral / active EE | $12,711 | $4,349+192.3% | $4,244+199.5% | $3,805+234.0% |
| Admin fee / account holder | $81 | $139-41.9% | $6,642-98.8% | $158-48.8% |