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 | $51,941 |
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 | $30,292 | $62,723-51.7% | $142,863-78.8% | $86,799-65.1% |
| Participation rate | 93.2% | 62.6%+30.6pp | 71.9%+21.3pp | 72.3%+20.9pp |
| Annual return | 14.11% | 17.62%-3.5pp | 5637.54%-5623.4pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,796 | $1,627+10.4% | $4,144-56.6% | $2,405-25.3% |
| Participant deferral / active EE | $2,004 | $3,039-34.0% | $3,837-47.8% | $4,131-51.5% |
| Admin fee / account holder | $63 | $140-55.0% | $6,560-99.0% | $170-63.0% |