Filed July 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 6-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 | $65,976 |
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 | $96,250 | $87,125+10.5% | $108,410-11.2% | $86,799+10.9% |
| Participation rate | 95.2% | 80.5%+14.7pp | 80.1%+15.1pp | 72.3%+23.0pp |
| Annual return | 15.73% | 25.21%-9.5pp | 905.27%-889.5pp | 97.91%-82.2pp |
| Employer contribution / active EE | $5,099 | $2,477+105.8% | $3,558+43.3% | $2,405+112.0% |
| Participant deferral / active EE | $5,600 | $6,944-19.4% | $6,563-14.7% | $4,131+35.6% |
| Admin fee / account holder | $157 | $130+20.9% | $7,295-97.8% | $170-7.1% |