Filed March 23, 2007 (most recent of 4 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 | $59,403 |
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 | $147,762 | $102,197+44.6% | $142,449+3.7% | $74,419+98.6% |
| Participation rate | 72.8% | 79.8%-7.0pp | 76.8%-4.0pp | 70.7%+2.1pp |
| Annual return | 15.28% | 19.73%-4.4pp | 19.99%-4.7pp | 34.38%-19.1pp |
| Employer contribution / active EE | $2,239 | $5,052-55.7% | $4,847-53.8% | $2,637-15.1% |
| Participant deferral / active EE | $5,323 | $6,304-15.6% | $6,283-15.3% | $4,528+17.6% |
| Admin fee / account holder | $59 | $186-68.3% | $10,011-99.4% | $348-83.1% |