Filed June 8, 2009 (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 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 | $23,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,471 | $36,700+2.1% | $171,082-78.1% | $63,975-41.4% |
| Participation rate | 54.1% | 61.5%-7.4pp | 76.7%-22.6pp | 71.1%-17.0pp |
| Annual return | 9.16% | 12.80%-3.6pp | 32.56%-23.4pp | 48.65%-39.5pp |
| Employer contribution / active EE | $988 | $1,210-18.4% | $4,002-75.3% | $2,182-54.7% |
| Participant deferral / active EE | $2,990 | $2,696+10.9% | $4,797-37.7% | $3,356-10.9% |
| Admin fee / account holder | $20 | $68-71.0% | $8,520-99.8% | $70-72.2% |