Filed July 20, 2007 (most recent of 6 filings on file)
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 | $1,375 |
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 | $112,346 | $73,638+52.6% | $95,952+17.1% | $73,488+52.9% |
| Participation rate | 97.5% | 76.2%+21.3pp | 77.1%+20.4pp | 70.7%+26.8pp |
| Annual return | 13.90% | 16.78%-2.9pp | 91.61%-77.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,078 | $1,863+11.5% | $2,541-18.2% | $2,270-8.5% |
| Participant deferral / active EE | $5,833 | $3,617+61.3% | $4,167+40.0% | $3,740+56.0% |
| Admin fee / account holder | $6 | $482-98.7% | $6,795-99.9% | $513-98.7% |