Filed April 11, 2012
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 | $42,755 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,250 |
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 | $102,041 | $100,801+1.2% | $149,696-31.8% | $73,409+39.0% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 24.35% | 265.34%-241.0pp | 276.60%-252.3pp | 59.29%-34.9pp |
| Employer contribution / active EE | $8,013 | $3,312+142.0% | $4,644+72.5% | $2,234+258.8% |
| Participant deferral / active EE | $12,820 | $6,404+100.2% | $6,842+87.4% | $3,805+236.9% |
| Admin fee / account holder | $173 | $181-4.4% | $9,309-98.1% | $158+9.5% |