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 | $28,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $41,706 | $38,058+9.6% | $169,463-75.4% | $75,289-44.6% |
| Participation rate | 63.0% | 65.1%-2.1pp | 77.8%-14.7pp | 72.4%-9.4pp |
| Annual return | -5.79% | -2.88%-2.9pp | 1.83%-7.6pp | -0.04%-5.7pp |
| Employer contribution / active EE | $1,094 | $1,478-26.0% | $4,159-73.7% | $2,405-54.5% |
| Participant deferral / active EE | $3,701 | $3,201+15.6% | $5,277-29.9% | $3,739-1.0% |
| Admin fee / account holder | $22 | $85-74.6% | $9,109-99.8% | $102-78.8% |