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 | $25,994 |
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 | $44,387 | $43,233+2.7% | $185,117-76.0% | $77,958-43.1% |
| Participation rate | 58.1% | 64.2%-6.1pp | 77.3%-19.1pp | 71.6%-13.5pp |
| Annual return | 20.06% | 20.43%-0.4pp | 40.50%-20.4pp | 20.87%-0.8pp |
| Employer contribution / active EE | $1,137 | $1,312-13.3% | $4,182-72.8% | $2,310-50.8% |
| Participant deferral / active EE | $3,298 | $2,912+13.2% | $5,045-34.6% | $3,537-6.8% |
| Admin fee / account holder | $21 | $95-78.2% | $8,159-99.7% | $97-78.7% |