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 | $44,649 |
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 | $40,360 | $54,121-25.4% | $134,143-69.9% | $73,409-45.0% |
| Participation rate | 95.5% | 64.4%+31.1pp | 72.2%+23.3pp | 72.2%+23.3pp |
| Annual return | 12.53% | -312.52%+325.1pp | 36.33%-23.8pp | 59.29%-46.8pp |
| Employer contribution / active EE | $2,341 | $1,402+67.0% | $3,704-36.8% | $2,234+4.8% |
| Participant deferral / active EE | $2,873 | $2,844+1.0% | $3,499-17.9% | $3,805-24.5% |
| Admin fee / account holder | $78 | $132-41.2% | $6,684-98.8% | $158-50.7% |