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 | $59,629 |
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 | $27,100 | $53,345-49.2% | $121,098-77.6% | $74,419-63.6% |
| Participation rate | 96.8% | 60.0%+36.8pp | 69.5%+27.3pp | 70.7%+26.1pp |
| Annual return | 20.66% | 35.15%-14.5pp | 985.75%-965.1pp | 34.38%-13.7pp |
| Employer contribution / active EE | $1,536 | $1,898-19.1% | $4,164-63.1% | $2,637-41.7% |
| Participant deferral / active EE | $2,134 | $3,221-33.7% | $4,080-47.7% | $4,528-52.9% |
| Admin fee / account holder | $65 | $382-82.9% | $5,644-98.8% | $348-81.2% |