Filed January 1, 2012 (most recent of 3 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 | $41,443 |
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 | $27,672 | $39,898-30.6% | $121,196-77.2% | $55,725-50.3% |
| Participation rate | 88.2% | 61.2%+27.0pp | 71.7%+16.5pp | 70.9%+17.4pp |
| Annual return | -5.65% | -0.96%-4.7pp | 16.93%-22.6pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,558 | $1,295+20.3% | $4,022-61.3% | $2,078-25.0% |
| Participant deferral / active EE | $1,591 | $2,439-34.8% | $3,344-52.4% | $3,356-52.6% |
| Admin fee / account holder | $65 | $95-32.1% | $5,019-98.7% | $115-44.0% |