Filed May 30, 2013 (most recent of 2 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 8-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 | $54,885 |
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 | $120,668 | $127,481-5.3% | $149,696-19.4% | $90,288+33.6% |
| Participation rate | 97.9% | 78.2%+19.6pp | 82.5%+15.4pp | 73.4%+24.5pp |
| Annual return | 24.92% | 57.78%-32.9pp | 276.60%-251.7pp | 53.97%-29.1pp |
| Employer contribution / active EE | $5,791 | $3,448+68.0% | $4,644+24.7% | $2,524+129.4% |
| Participant deferral / active EE | $15,039 | $6,975+115.6% | $6,842+119.8% | $4,232+255.3% |
| Admin fee / account holder | $25 | $152-83.7% | $9,309-99.7% | $114-78.3% |