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 | $53,410 |
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 | $88,868 | $89,808-1.0% | $100,391-11.5% | $77,643+14.5% |
| Participation rate | 97.0% | 81.2%+15.8pp | 81.5%+15.5pp | 70.6%+26.4pp |
| Annual return | 13.95% | 20.62%-6.7pp | 49.20%-35.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $5,241 | $3,039+72.5% | $3,942+33.0% | $2,726+92.3% |
| Participant deferral / active EE | $5,875 | $8,284-29.1% | $8,082-27.3% | $4,647+26.4% |
| Admin fee / account holder | $99 | $174-43.5% | $7,899-98.8% | $430-77.1% |