Filed May 1, 2009
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 | $4,257 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,141 | $74,089-12.1% | $133,980-51.4% | $55,167+18.1% |
| Participation rate | 92.1% | 84.3%+7.9pp | 87.1%+5.1pp | 69.0%+23.1pp |
| Annual return | 6.36% | 12.11%-5.8pp | 29.30%-22.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,906 | $3,064-37.8% | $5,211-63.4% | $1,963-2.9% |
| Participant deferral / active EE | $2,952 | $4,678-36.9% | $6,282-53.0% | $3,054-3.4% |
| Admin fee / account holder | $21 | $458-95.4% | $9,324-99.8% | $504-95.8% |