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 | -$8,264 |
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 | $421,655 | $73,102+476.8% | $123,544+241.3% | $56,287+649.1% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.2pp |
| Annual return | -4.19% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $21,347 | $2,977+617.1% | $4,628+361.3% | $2,111+911.2% |
| Participant deferral / active EE | $10,425 | $5,423+92.2% | $6,426+62.2% | $3,350+211.2% |
| Admin fee / account holder | $35 | $554-93.6% | $9,284-99.6% | $521-93.2% |