Filed January 24, 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 | $15,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $48,999 | $38,925+25.9% | $73,843-33.6% | $55,191-11.2% |
| Participation rate | 36.2% | 66.0%-29.8pp | 73.4%-37.2pp | 69.2%-32.9pp |
| Annual return | 0.46% | 6.31%-5.8pp | 2267.84%-2267.4pp | 10.78%-10.3pp |
| Employer contribution / active EE | $350 | $1,695-79.3% | $2,787-87.4% | $1,899-81.6% |
| Participant deferral / active EE | $1,491 | $2,351-36.6% | $3,583-58.4% | $3,046-51.1% |
| Admin fee / account holder | $73 | $83-12.2% | $4,880-98.5% | $91-19.8% |