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 | -$3,275 |
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 | $499,523 | $99,957+399.7% | $149,696+233.7% | $73,488+579.7% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.7pp | 70.7%+25.5pp |
| Annual return | 17.15% | 53.87%-36.7pp | 276.60%-259.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $11,785 | $3,191+269.3% | $4,644+153.8% | $2,270+419.2% |
| Participant deferral / active EE | $8,876 | $6,073+46.2% | $6,842+29.7% | $3,740+137.3% |
| Admin fee / account holder | $28 | $551-94.8% | $9,309-99.7% | $513-94.4% |