Filed November 22, 2008
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 | -$3,491 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $453,255 | $80,753+461.3% | $136,294+232.6% | $62,292+627.6% |
| Participation rate | 96.5% | 73.5%+22.9pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 19.43% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $27,725 | $2,884+861.4% | $4,695+490.5% | $2,042+1257.6% |
| Participant deferral / active EE | $9,790 | $5,164+89.6% | $6,247+56.7% | $3,169+208.9% |
| Admin fee / account holder | -$27 | $525-105.1% | $9,243-100.3% | $479-105.6% |