Filed February 24, 2011
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 | $5,610 |
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 | $55,803 | $85,766-34.9% | $136,294-59.1% | $70,131-20.4% |
| Participation rate | 93.0% | 74.2%+18.9pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | 20.41% | 31.45%-11.0pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $3,855 | $2,966+30.0% | $4,695-17.9% | $2,342+64.6% |
| Participant deferral / active EE | $8,108 | $5,051+60.5% | $6,247+29.8% | $3,332+143.4% |
| Admin fee / account holder | $35 | $5,420-99.4% | $9,243-99.6% | $4,645-99.2% |