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 | $28,978 |
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 | $54,976 | $48,072+14.4% | $182,532-69.9% | $77,787-29.3% |
| Participation rate | 65.2% | 64.3%+1.0pp | 78.0%-12.7pp | 73.2%-8.0pp |
| Annual return | 24.32% | 31.26%-6.9pp | 148.54%-124.2pp | 32.57%-8.3pp |
| Employer contribution / active EE | $1,309 | $1,453-9.9% | $4,076-67.9% | $2,504-47.7% |
| Participant deferral / active EE | $4,375 | $3,209+36.3% | $5,524-20.8% | $3,967+10.3% |
| Admin fee / account holder | $23 | $131-82.6% | $8,592-99.7% | $100-77.1% |