Filed November 8, 2010
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 | $18,778 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,226 | $52,670-48.3% | $90,404-69.9% | $73,409-62.9% |
| Participation rate | 91.2% | 67.7%+23.5pp | 72.7%+18.5pp | 72.2%+19.0pp |
| Annual return | 1.72% | 20.70%-19.0pp | 1293.02%-1291.3pp | 59.29%-57.6pp |
| Employer contribution / active EE | $2,151 | $1,872+14.9% | $3,262-34.1% | $2,234-3.7% |
| Participant deferral / active EE | $3,080 | $2,807+9.7% | $3,963-22.3% | $3,805-19.1% |
| Admin fee / account holder | $58 | $117-50.5% | $5,611-99.0% | $158-63.4% |