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 | $60,585 |
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 | $24,215 | $47,898-49.4% | $117,472-79.4% | $64,808-62.6% |
| Participation rate | 97.9% | 61.9%+36.0pp | 70.6%+27.3pp | 71.5%+26.4pp |
| Annual return | -15.96% | -15.54%-0.4pp | 29.74%-45.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,815 | $1,774+2.3% | $4,176-56.5% | $2,506-27.6% |
| Participant deferral / active EE | $2,191 | $3,151-30.5% | $4,070-46.2% | $4,310-49.2% |
| Admin fee / account holder | $71 | $132-46.4% | $5,645-98.7% | $188-62.4% |