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 | $66,120 |
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 | $43,575 | $61,058-28.6% | $71,209-38.8% | $85,563-49.1% |
| Participation rate | 95.5% | 58.6%+37.0pp | 73.8%+21.8pp | 66.0%+29.6pp |
| Annual return | 13.17% | 100.41%-87.2pp | 282.51%-269.3pp | 31.51%-18.3pp |
| Employer contribution / active EE | $2,526 | $2,199+14.9% | $2,721-7.2% | $2,654-4.8% |
| Participant deferral / active EE | $4,093 | $3,173+29.0% | $4,175-2.0% | $4,375-6.5% |
| Admin fee / account holder | $131 | $855-84.6% | $5,349-97.5% | $834-84.2% |