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 | $28,216 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,972 | $47,722-39.3% | $82,719-65.0% | $64,808-55.3% |
| Participation rate | 97.3% | 67.6%+29.7pp | 72.6%+24.8pp | 71.5%+25.8pp |
| Annual return | -15.52% | -13.05%-2.5pp | 701.18%-716.7pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,289 | $2,179+5.0% | $3,009-23.9% | $2,506-8.6% |
| Participant deferral / active EE | $3,672 | $3,329+10.3% | $4,395-16.5% | $4,310-14.8% |
| Admin fee / account holder | $80 | $143-44.3% | $5,329-98.5% | $188-57.6% |