Filed September 26, 2008
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 | $887 |
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 | $57,761 | $73,638-21.6% | $95,952-39.8% | $73,488-21.4% |
| Participation rate | 91.2% | 76.2%+15.0pp | 77.1%+14.1pp | 70.7%+20.5pp |
| Annual return | 13.94% | 16.78%-2.8pp | 91.61%-77.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $861 | $1,863-53.8% | $2,541-66.1% | $2,270-62.1% |
| Participant deferral / active EE | $4,657 | $3,617+28.7% | $4,167+11.8% | $3,740+24.5% |
| Admin fee / account holder | $4 | $482-99.2% | $6,795-99.9% | $513-99.2% |