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 | -$12,306 |
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 | $492,349 | $89,355+451.0% | $141,162+248.8% | $72,985+574.6% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.5%+13.4pp | 69.5%+26.3pp |
| Annual return | 24.89% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $18,834 | $3,114+504.8% | $4,735+297.8% | $2,440+672.0% |
| Participant deferral / active EE | $10,942 | $5,418+102.0% | $6,709+63.1% | $3,607+203.3% |
| Admin fee / account holder | $85 | $5,958-98.6% | $10,261-99.2% | $5,124-98.3% |