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 | $23,741 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,002 | $52,208-29.1% | $86,612-57.3% | $74,419-50.3% |
| Participation rate | 91.5% | 66.3%+25.2pp | 71.7%+19.9pp | 70.7%+20.8pp |
| Annual return | 13.74% | 44.46%-30.7pp | 591.07%-577.3pp | 34.38%-20.6pp |
| Employer contribution / active EE | $2,585 | $2,282+13.3% | $3,022-14.5% | $2,637-2.0% |
| Participant deferral / active EE | $4,280 | $3,383+26.5% | $4,438-3.5% | $4,528-5.5% |
| Admin fee / account holder | $66 | $319-79.3% | $5,614-98.8% | $348-81.0% |