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 | $33,148 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,041 | $91,407+450.3% | $135,903+270.1% | $71,457+604.0% |
| Participation rate | 95.8% | 75.7%+20.2pp | 81.9%+13.9pp | 67.9%+27.9pp |
| Annual return | 18.91% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $22,721 | $3,703+513.5% | $4,856+367.9% | $2,588+778.1% |
| Participant deferral / active EE | $10,601 | $7,092+49.5% | $7,758+36.6% | $4,289+147.2% |
| Admin fee / account holder | $185 | $1,266-85.4% | $10,762-98.3% | $1,587-88.3% |