Filed November 6, 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 | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,507 | $75,183+27.0% | $123,892-22.9% | $55,167+73.1% |
| Participation rate | 66.8% | 72.8%-6.0pp | 81.4%-14.6pp | 69.0%-2.2pp |
| Annual return | 10.43% | 19.01%-8.6pp | 47.52%-37.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,434 | $2,823-49.2% | $4,617-68.9% | $1,963-27.0% |
| Participant deferral / active EE | $5,830 | $5,084+14.7% | $5,984-2.6% | $3,054+90.9% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-100.0% | $504-99.2% |